Confidently manage client communication with real-time oversight and audit trails

Built for wealth and asset management firms that need to reduce admin, manage bulk communications, and meet rising compliance standards with ease.

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Why traditional processes aren’t working

Print, pack and post still dominate

Wealth firms spend thousands on outdated delivery — and still lack oversight over what’s received or read.

No proof of delivery

Clients miss key documents – and you can’t prove what was sent or seen.

Time lost chasing

Advisers and admin teams waste hours following up on replies and signatures.

Audit risk & Compliance pressure

Consumer Duty demands more visibility — but fragmented tools make it harder, not easier.

See how we solve this

Track, understand and protect  every client interaction – at scale

CommsHub gives your team full oversight across every message, while LegadoSign tracks each signature and Digital Vault securely stores every file — all in one auditable ecosystem. From mass communications to personal engagement, every interaction is secure, logged, and built for compliance.

Bulk communication at scale

Send thousands of secure, compliant messages in minutes – personalised and tracked across entire client books.

Real-time tracking

Know exactly when documents are viewed, acknowledged or signed — all in one place.

Segmented delivery

Send the right message to the right client, based on portfolios, preferences or lifecycle.

Audit-ready by default

Every step is logged automatically — no manual tagging, no blind spots.

Compliant eSignatures at scale

Request, capture and log eSignatures with full audit trails and verification. Use standalone or pair with CommsHub and Digital Vault for an end-to-end compliant journey.

Secure document storage

Use Digital Vault to store, share and manage all client files — encrypted, structured, and always audit-ready.

Branded client experience

Communicate via a white-labelled portal that looks and feels like your firm — not a third-party tool.

Security-first architecture

Bank-grade encryption, permission controls and full access logs protect every interaction.

Built for trust, backed by compliance

Legado is built for firms that manage sensitive, high-stakes client interactions. From end-to-end encryption and audit trails to infrastructure protection and ongoing threat mitigation, our platform meets the evolving security and compliance expectations of legal, financial and advisory teams across the UK.