Client Space
A truly secure and collaborative experience for your clients.
One secure space to communicate, share documents, and collect the information you need. No more scattered emails or manual follow-ups. Everything stays clear, centralized, and under your control.
Client space of
Alicia Dillan
Documents
5 new
Forms
2 new
Messages
1 new
My financial plan
Document to sign
Proposition.pdf
Email wasn't built for this.
Every week, you exchange sensitive personal details and financial statements via email or text. It's quick and familiar. But these practices put you at risk.
The solution: a secure space.
A single, secure space to stay organized with your clients.
Secure personal space
Each client has their own access to a secure space.
Document exchange
Send and receive documents. No more email attachments.
Integrated secure messaging
Encrypted conversations with notifications. Replaces insecure email and texting.
Complete audit trail
Every exchange timestamped and archived. Audit-ready.
Smart forms
Pre-filled forms with existing data.
Electronic signature
Have documents signed directly from the client space.
Mobile app
Clients access their space from their phone.
Client collaboration
Work together, seamlessly.
Your clients become active participants in their financial journey. They can exchange messages, share documents, complete forms, and review their plan—all in one secure space.
- Real-time messaging
Exchange messages with your clients in a secure, encrypted space. No more scattered emails.
- Document exchange
Share and receive documents instantly. Everything is encrypted and timestamped.
- Smart data collection
Clients prefill critical information directly. Forms are pre-populated with existing data.
- Assigned tasks
Assign homework to your clients. Track completion and follow up when needed.
John Doe
Secure client space
Write a message...
Two people, one secure space
Advisor and client work together, each in their own Laylah interface. Everything encrypted. Everything in sync.
Life insurance request
Here is the proposal as requested...
Martine Smith
Conversation via SMS
Hello, I saw your message...
Martine Smith
Budget review
Thanks Jean-Benoit for the info...
Jean-Benoit Smith
Alicia Dillan · Yesterday at 20:31
Yesterday by Martine Smith
Welcome to your Laylah space!
Your secure space to facilitate the management of your personal finances.
Update your information
Requested by Laylah
Documents to sign
Requested by your advisor
Meeting planning
Requested by your advisor
Appointment
Schedule a meeting with your advisor
Contact us
Send a message to your advisor
Documents
Share documents with your advisor
Your benefits
Concrete results
How the client space improves your day-to-day practice.
Fewer follow-ups
Automatic notifications to clients. Stop chasing documents.
Professional image
A dedicated space with your brand, not a Google Drive link.
Simplified compliance
Every exchange archived and timestamped. Audit-ready.
Engaged client
Your client sees their file evolve. They become active in their planning.
Bank-level security. Built-in compliance.
Your data and your clients' data are protected using financial institution standards. Every action tracked for your audits.
End-to-end encryption
Your data is protected at rest and in transit using bank-grade encryption standards. Nothing leaves unprotected.
SOC 2 Type I
Independently audited
Canadian hosting
PIPEDA, Law 25 compliant
Complete audit trail
Every action tracked. Know who did what, when.
Protect your clients. Elevate your practice.
30-day free trial. No commitment.
Get closer to your clients.