Wealth management

Digital client communications for wealth management firms

Bring onboarding, servicing and regulatory communications together on a platform built for FCA-regulated providers.

Book a discovery call
Trusted by leading financial institutions
FNZ
Quilter
Aviva
BMO
Aberdeen
Co-op
Scottish Building Society
Moneyhub
Custom wealth management workflows
We can configure digital workflows around your existing processes. This includes client onboarding, KYC, reporting and more.

Offering two-way integrations, workflows can trigger actions from your software to Legado, or Legado to yours, without manual effort.
Customer journeyWorkflow · 4 steps1Request documentsSent to the customer securelyWaitingComplete2Customer uploadsCompleted in the branded portalWaitingComplete3Sign agreementeSignature, no printingWaitingComplete4Update your recordsPushed to your system by APIWaitingCompleteYour systemLegadoTwo-way sync
Custom wealth management workflows
We can configure digital workflows around your existing processes.

This includes client onboarding, KYC, reporting and more. Offering two-way integrations, workflows can trigger actions from your software to Legado, or Legado to yours, without manual effort.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Evidence for regulatory and compliance requirements
Track documents, communications, delivery, access and engagement with a complete activity history.

Every version, view and signature is logged, giving you a clear record to support compliance and regulatory enquiries.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Support communications at scale
Send personalised reports, statements and investment updates at scale, while tracking delivery and engagement.

Replacing paper-based communications at scale reduces costs compared to manual processing and postage.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Client vaultAmira Patel · 12 documentsAPSearch documents…AllStatementsPoliciesLettersAllStatementsAnnual statement 2026Statement · 04 OctLetter of engagementLetter · 22 SepPension valuationValuation · 15 SepService agreementAgreement · 02 SepNew
Client self-service portal
Give clients a secure, branded portal to view their documents, sign outstanding documents and send documents back to you.

Every page on the portal is white-labelled with your brand, so customers stay within a consistent experience from login through to completion.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
DeploymentWorks alongside your existing systems</>API integrationBuild into your systemsEmbeddedInside your portalStandaloneYour branded siteSingle sign-onOne login across your digital servicesSigning inSSO connected3 optionsAPI, embedded or standalone1 loginAcross all your services
Deployment alongside existing systems
Integrate Legado through APIs, embed it into your existing customer portal or deploy it as a standalone solution.

Maintain a consistent customer experience with SSO, allowing your customers to move seamlessly between your digital services.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Book a discovery call

Unordered list

In the words of our customers
Flexible deployment to suit your business
Replace or consolidate legacy portals, integrate with your existing technology stack, or deploy Legado as a standalone solution, while maintaining a consistent customer experience.
Standalone platform
Use Legado as a complete, white-labelled solution for secure document storage and sharing, with automated flows triggered by actions on your own platform.
Embedded experience
Embed Legado into your existing customer portal or digital journey, with your branding and SSO so customers stay within your brand and don’t need to sign in again.
API integration
Bring documents from across your technical solution into our one centralised vault via API, giving customers one place to access the documents they need.
Contact us to learn more

Unordered list

Built for trust, backed by compliance
ISO/IEC 27001:2022 certified
UK eIDAS AES capability
Encryption in transit and at rest
Microsoft Azure infrastructure
Supports UK GDPR compliance
UK-hosted
Your wealth management questions answered
Book a discovery call
How long does client onboarding take at a wealth management firm?

Onboarding times vary depending on the complexity of the client and the firm’s processes.

Digitising document collection, information requests, approvals and eSignatures can reduce manual handling and remove delays caused by chasing information across email and paper.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
How can wealth management firms evidence client communications and interactions?

Legado creates an activity history across documents and communications, including delivery, access, engagement, approvals and signatures.

This gives firms a clear record of client interactions that can support internal governance, compliance and regulatory enquiries.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
View in Consumer Duty
How can wealth managers reduce time spent on KYC and document collection?

Chasing clients for documents often slows down wealth managers.

Automated reminders and secure upload links can take that off their plate. Having everything digital can also help spot unresponsive clients early.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
What's the best way to send investment reports and statements to clients?

Digital delivery allows firms to send personalised reports and statements securely at scale while tracking delivery and engagement.

This gives teams visibility of who has received and accessed important communications, while reducing reliance on manual processing and post.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
How do multi-party approvals work with Legado when several people need to sign a document?

Each person who needs to sign the document gets sent their own request, rather than one document being passed around.

If someone hasn't signed yet, they'll get an automatic reminder, so you're not spending time chasing them up yourself.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
Explore what’s possible with Legado
See how Legado helps wealth management firms orchestrate secure, evidence-led customer journeys
Book a discovery call