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Hall & Costello DocPortal is your secure gateway to a collaborative digital filing cabinet for all your valuable documents with the option to selectively share folders and documents with your loved ones, professional or personal acquaintances and of course, your Financial Adviser! Inclusive in this offering is the ability to link in to your Online Wealth Account and the option to engage in intergenerational planning with a digital executor feature.

Protected by ultra-secure, state-of-the-art technology, all your documents are available to you, wherever you are, offering you the value ofsecure collaboration and information sharing, to aid you in your life and financial planning.

Key features
Secure document sharing
Lifestyle management tool
Secure document vault with unlimited storage
Push notifications
Secure cloud back-up
Offline access
Scan and upload documents
Create your digital legacy
Appoint digital executors
Multi-factor authentication
AES 256-bit encryption
ISO27001 accredited