Your clients work in your world
A portal in your colors, with no Junga branding. Your clients complete their file, sign and verify themselves — time saved for you.
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- Foyer fiscal
- Finances
- Objectifs & risque
- Documents
What it changes, concretely
Electronic signatures billed per document add up fast.
Signing included, no per-document fee
Your clients sign right in the portal, with strong authentication — no invoice piling up for each document.
Your clients call you for the smallest question.
An AI answers before they reach you
The assistant handles the client's everyday questions in the portal — you're only contacted when it truly matters. Time saved, both ways.
The client never sees where their wealth stands.
Continuous performance tracking
Clients check their wealth's valuation and performance, up to date, whenever they want — without asking you.
Regulatory documents get lost in email threads.
Their documents, always on hand
Engagement letter, suitability reports, supporting docs: the client finds their mandatory regulatory documents anytime.
No way to prove who saw what, and when.
Everything traced and timestamped
Every action in the portal is logged — defensible proof during a review, with no effort on your side.
Frequently asked questions
Is the portal truly in my own branding, with no software logo?
Yes. The portal displays your firm's logo and primary color, with no Junga branding. It's a client space in your image that reinforces your credibility. You also choose which tabs are visible to your clients. The portal's authentication is physically separate from your dashboard.
What can my clients do on their own in the portal?
Your clients complete their file through a guided onboarding journey, upload their KYC documents, run their online identity verification via QR code, fill in their MIF2 questionnaires, sign documents and message you. A "To do" tab lists what's still outstanding.
How do I follow up with clients who don't activate their account or provide documents?
You invite a client to the portal and track their status (active/inactive) from their file. Obligations nearing a deadline automatically create tasks in your agenda. A delegated MIF2 reassessment triggers automatic reminders, and the portal's "To do" tab makes their pending actions visible.
Ready for the next generation?
See how Junga transforms your firm in a 30-minute demo.
Request a demo