Fathom´s new Client Portal
Introducing your new client portal, a secure way to connect and communicate with us here at Fathom HQ and view all of your policies and investments in one place.
At Fathom, we’re constantly trying to find new ways to make your experience with us simple yet effective. Which is why we’ve been working behind the scenes to launch our very own client portal. This is a secure site that gives you access to view all of your investments in one place, including real time valuations and breakdown of your portfolios. At a click of a button, you can send secure messages directly to us here at Fathom HQ, helping you stay better connected. The site also hosts a range of secure functionalities (see below). In particular we are delighted to introduce our Docu-Sign functionality. So, should life get too busy and you find yourself on the go and stuck for time, within a few clicks you can sign in securely and safely sign and return any document that we send you. Below is a breakdown of the key features of our client portal.
- Secure encrypted messaging to your adviser
- View all your policies and valuations in one place
- Docu-Sign functionality for digital signatures
- Receive and store your Quarterly and Annual reports online
- Accessible via Mobile, Tablet, Laptop or Desktop
- News Articles and Blog Posts accessible via the portal
- Streamlined Annual Review Process accessible via the portal
When is this happening?
We will be rolling out access to all our clients who have email addresses over the next Quarter, so all clients should receive their login details along with our client portal help guide by the beginning of 2025.
Once you receive your login details, If you need any help getting setup just give us a call and we can walk you through the process.
