If you're as old as me, you'll remember Cilla Black singing the classic song, "What's it all about, Alfie". If you're not, try watching this https://www.youtube.com/watch?v=glpIgnmKrZc and at least you'll understand the reference in the title of this blog post!
Our new Alfi app is about to hit the App Stores (Google & Apple) and it replaces the Family Finances app which has been a companion to our Alpha Legal secure portal for more than a year.
We'll blog again soon to let you know about all of the amazing new features which will benefit all Alpha Legal subscribers and their clients, including:
- notifications direct to the app... keep in touch with your clients wherever they are and whatever device they use
- a fantastic new homepage dashboard with the client's net worth front-and-centre
- Fact Finds direct to your client, either personal or probate-related
- secure document sharing from you to your client or your client to you
- an ever-lasting and secure digital vault for your client to store their most precious information.
If you'd like more information about Alfi and what it can do for you and your clients, get in touch!
Comments
Post a Comment