Robo Adviser Portal for Retail and Intermediaries, driven by WordPress

Share documents online with clients and colleagues with our simple and secure system

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Direct to Market & Intermediary Portal

Customer Dashboard

Our smart Dashboard integration allows you to quickly and easily view your investments, messages and reporting documents and sort types and filters - allowing you to create a fully personalised experience for your customers.

Multiple & Single Doc Updates

With our intuitive doc uploader, users are able to upload multiple documents and images in a range of different formats, including Powerpoint files, CSV, and PNGs.

Manage User Entitlements

DocBox's admin accounts are given full controls to set and edit all user entitlements. Admins can tailor accounts according to what each user needs access to, and the type of material they're able to see.

Email Notifications & Preference Centre

DocBox users are able to specify which email notifications and updates they wish to receive and how often, choosing by topic and type. Users will even receive email notifications when documents are uploaded that match the tags in their saved searches.

Wordpress CMS Control

Insights, text and images are all fully controllable via the WordPress Dashboard in the Backend of your DocBox. Translations are also available in a number of different languages to suit your client base.

Google Analytics Integration

Keeping track of user activity and interaction with your content has never been easier with DocBox and Google Analytics software combined. This allows your marketing team access to specific and useful user data, that will help tailor your campaigns.

Secure Document Storage

As a secure document portal, DocBox employs configurable strength on username and passwords, Multiple Factor Authentication or Single Sign On (SSO) and administrator defined entitlements to keep documents and data safe.

Sync with SalesForce

By syncing your customer data, admins are able to import users and documents, as well as managing tags through simple integration with SalesForce.

Marketing Automation & CRM Integration

Your DocBox account can even be synced with your choice of marketing automation software, which allows you to keep in touch with your clients and supply them with tailored material.

Translation / Languages

Your Nurture Money dashboard content can be translated to a number of different languages, which will automatically configure text and tags to fit with the specified preferences of the user.

Training & On-boarding

Our team of experts are on hand to provide full training of your DocBox, and will encourage an interactive session to help you get to grips with the various features and build a personalised environment.

Deployed or Hosted

Our platform can be deployed to client servers or Hosted in our bank grade security cloud environment.

Request a demo of Robo Adviser Portal

If you would like to see a demo of our Robo Adviser Portal please submit your details for further information.