Digital approval

For clients today, the ability to interact with their finances digitally is becoming non-negotiable. The experience of working with their adviser should be no different.

Instructions created by advisers on the Touch web platform are sent directly to the client’s app. Clients can then review and approve the instructions securely in a couple of taps, without any need for secure emails or wet signatures.

To ensure their account is kept secure at all times, multi-factor authentication is used whenever a client accesses the app.