Adviser shares
Choose the relevant digital document in the protected workspace and send the client a secure completion route.
How it works
A practical route from professional document to usable client information.
Trusted Connections is designed to fit the reality of a busy advice practice. The starting point is not a complex programme; it is a focused conversation about the client information that takes too long to collect, check or pass on today.
01
Step 01
Map the information needed
Start with the professional document, client task or service point where advisers and support teams currently spend too much time chasing information.
This identifies the detail that should be collected once, who needs to see it and the next action it should support.
02
Step 02
Set up the right workflow
Select the appropriate Trusted Connections tool and agree the digital document, client wording and workspace process that fit the practice.
There is no assumption that every practice needs every workflow. The aim is to begin where a clearer, more secure information route will make the most useful difference.
03
Step 03
Share, collect and review
The adviser shares the relevant digital document with the client through a secure route; the completed information returns to the protected workspace for review.
This is where the practical detail matters: what the document captures, who can access it, how the client is guided and how the response moves into the next professional action.
04
Step 04
Refine the working standard
Gather feedback from advisers, administrators and clients, then refine the workflow as the practice learns what works in day-to-day use.
A consistent standard is built through use, feedback and adjustment—not by imposing a generic process and walking away.
The client information workflow
Share. Complete. Review.
A simple, secure route from the document an adviser needs to the information the practice can act on.
Client completes
The client provides the requested information in one clear document, at a time that suits them.
Adviser reviews
The completed response is ready to review in the workspace, supporting a clearer handover and next action.
Built for focused collection. Each workflow is designed around the information that genuinely needs to be requested, keeping sensitive details inside the protected process rather than scattered across inboxes.
1. One clearer request
Replace information chasing with a professional digital document built around the detail the practice actually needs.
2. One protected workspace
Give the right people a secure route to share, receive and review information without scattering it across unrelated systems.
3. Less delay at the next step
Use complete, structured responses to help advisers, administrators and other professionals progress work more efficiently.