Client Portal
You can use your portal to communicate privately with your adviser, view and authorise documents & send and receive information.
Save Time
Digitally sign documents at a time convenient to you. Sign documents remotely from any device from anywhere at any time.
Environmentally friendly
We want to protect your future and preserve our planet. As we work towards digital efficiencies, we are thinking before printing. Our digital client portal gives you access to your documents from any device at any time removing the need to print.
Secure Sharing
All data transferred to and from your client portal is protected by bank-level encryption.
Here’s how it works…
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Step 1
Receive an invitation to join the OneClick Portal.
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Step 2
Register your account.
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Step 3
You’re now ready to view, authorise & upload to your personal portal with ease.
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Step 4
You’ll now have 24/7 access to your safe and secure online documents.
Ready to get started? Use our form below.
Ready to talk to our experts?
To get an invitation to join get in touch with your normal contact at WR Partners or use our helpful form here.
“The online portal makes document approval seamless and it is very easy to upload documents and exchange them securely without having to send via email or other portals. Messages are easily sent and the document approval system brings an end to the reams of paper wasted from printed documents”
— Sonya German from Colshaw Hall