Liverpool and North West practice support
Trusted Connections helps advisers turn professional documents into secure digital client workflows—so the right information is gathered, reviewed and ready for the next step.
The opportunity
What strong service needs
For advisers
Share a tailored digital document from a private workspace and spend less time gathering the same information in different places.
For support teams
Receive a clearer record of the client’s responses, relevant details and agreed next action—without starting from fragmented emails or handwritten notes.
For clients
Complete a professional document through a secure, straightforward link or portal experience, at a time that suits them.
Three practical solutions
A secure digital document workflow that helps advisers collect the relevant client information, then give the administration team a clearer, more complete starting point.
Common use
Built around the workflow you need.
A professional client-preparation workflow that helps advisers introduce an important conversation clearly, with digital materials designed to make the next step easier to complete and review.
Common use
Built around the workflow you need.
An organised client-information resource that brings the documents, decisions and next actions that matter into a clearer, more useful record for adviser and client alike.
Common use
Built around the workflow you need.
Try it free
Explore a safe, interactive example of the client experience: opening shared documents, preparing a blank digital form and reviewing a completed response.
Example workspace only. This preview uses fictional records, creates no account or secure link, and does not collect or store information.
Trusted Connections
Example client workspace
No sign-up required
Professional information request
This sample follows a typical adviser workflow: prepare a focused request, share a protected completion route, then review the returned information in the workspace.
See the adviser journey in 32 seconds
Narrated fictional workflow · British English
First, choose the client and focus the request on the information that matters. Shape one clear digital document around the client’s circumstances, protection and priorities. Share a protected completion route, so the client can respond in their own time. When it is ready, review the response securely and move confidently to the next action.
Client record
Example client
Fictional record · annual review
Digital document
Annual review information pack
Structured request · sample only
What the adviser asks for
This is a guided preview of the workflow. A live workspace is configured around the documents and service process your practice needs.
A service-led standard
The strongest client relationships are built on clarity, care and follow-through. A secure adviser workspace gives each professional a practical route to share a digital document, receive the completed information and progress the next action with less delay and duplication.
A practical starting point
