insight

Client portals.

Help your client make better decisions.

Give clients immediate access to the key financial information and advice they need to take business decisions.

Dedicated space for all
Comprehensive accountability
Universal design
Two-way line of communication

Now your clients can take control

Each client can access all their financial information, whenever they need it.

Dedicated space for all

Any time your client wants to see key information about their financial performance, they can log into their own dedicated area on Silverfin and find the information at a glance. They don’t even need to go through you.

Comprehensive accountability

In their portal, your clients won’t just find their core financial data. They’ll find all the communication they’ve had with you, so new team members can pick up where their predecessors left off with no need for lengthy onboarding.

Universal design

Some of your clients may be financial experts, but others won’t be. Silverfin’s simple user interface, incorporating self-explanatory graphs and charts, means every single client will understand the data they find — whatever their accounting proficiency.

Two-way line of communication

Silverfin is designed to maintain an open communication channel between you and your client, so you can ask questions of one another within the platform and resolve any issues with the minimum of fuss.