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:
- Valuations updated daily
- Investment reports
- View policies and investments
- The ability to upload documents and messages to Talis.
- 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.