Hi Smartr, the platform not allowing clients to access docs post completion is massive for us and places a lot of risk on the firm. We use Smartr as a secure sharing platform with our clients and is where we share our advice with them.
Allow me to give you an example – We complete some insurance for Mr with various suitability letters and key Information which he will potentially need access to in the future. As soon as the insurances are moved to completed everything disappears.
From our perspective this is a risk and I’m keen to understand if this can be fixed so I can weigh up our options with whether to remain with Smartr.
Jake Wharton
supported this idea
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Hi Smartr, the platform not allowing clients to access docs post completion is massive for us and places a lot of risk on the firm. We use Smartr as a secure sharing platform with our clients and is where we share our advice with them.
Allow me to give you an example – We complete some insurance for Mr with various suitability letters and key Information which he will potentially need access to in the future. As soon as the insurances are moved to completed everything disappears.
From our perspective this is a risk and I’m keen to understand if this can be fixed so I can weigh up our options with whether to remain with Smartr.