Your clients' data,
locked down and compliant.
Stop risking FCA breaches with unencrypted email attachments. Clear Fact provides a hardened client portal for UK financial advisers, with configurable retention targets, DSAR export tooling, and tamper-evident audit trails you can rely on in reviews.
AES-256 Encryption
Every passport, payslip, and bank statement uploaded to Clear Fact is encrypted at rest using AES-256, the exact same standard used by global financial institutions and governments.
UK Data Residency
To ensure strict compliance with the UK GDPR, all of your firm's data and client documents are hosted exclusively on secure servers located within the United Kingdom.
Immutable Audit Trails
FCA compliance demands proof. Our system automatically logs every action, document uploads, fact-find approvals, and SMS messages, creating a permanent, time-stamped timeline for every case.
Secure Client Portal
Emailing sensitive documents is a massive GDPR risk. Give your clients a branded, secure portal where they can safely upload requested files directly to your CRM.
Strict Access Controls
Maintain total control over your firm's data. Assign specific clients to specific advisers, revoke access instantly when staff leaves, and rely on automatic session timeouts to prevent unauthorized viewing.
PCI-Compliant Billing
All payments and subscription data are processed and secured by Stripe. Clear Fact never sees, touches, or stores your firm's full credit card details on our servers.
Two-Factor Authentication
Advisers can enable TOTP from their profile. Portal clients can opt in too, with recovery codes, for an extra layer on sensitive case data.
Firm Privacy Notices
Publish a versioned privacy notice for your portal. When you update it, clients are prompted to accept before continuing, with acceptance tracked on their record.
Data Retention Controls
Set how long closed cases and support tickets are retained, with automated purge when targets are reached, so you are not hoarding data indefinitely.
Ready to upgrade your firm's security?
Protect your clients and streamline your compliance processes today.