Access to your money from Talis

Client Portal  is a state of the art communication portal between Talis and its clients. It’s a fully hosted ‘cloud’ based solution offering clients 24/7 access to valuation and other information published from the Talis back office system.

The system’s flexibility allows us to give clients access to:

  1. Valuations updated daily
  2. Investment reports
  3. View policies and investments
  4. The ability to upload documents and messages to Talis.
  5. All within a secure online environment.

Clients can also receive all of this via their mobile phone.

It’s a safe and secure, hassle-free way of giving our clients the service they expect in today’s online world. Client portal from Talis – your window on your investment world.

Request a Call Back

If you'd like us to call you back please complete the form and we'll be in touch as soon as possible.