The collaborative Client Portal for financial advisers
Oxide transforms client engagement, streamlines admin, and ensures data accuracy—all in a secure, professional platform designed for forward-thinking companies.
Client onboarding for 2025
An onboarding experience your clients will love
Onboarding shouldn't be a hassle. Oxide simplifies the process with a professional yet intuitive experience that helps clients provide the right information effortlessly and securely.
- Intuitive for you and your clients.
- Create your Wealth Portal in minutes, then guide your clients through onboarding with a step-by-step process.
- Secure & Compliant.
- We use industry-standard 256-bit AES encryption on all sensitive information, and provide detailed audit logs to aid your compliance.
- Mobile & tablet ready.
- Accessible wherever you are. Both the adviser side of Oxide and your Wealth Portal adapt perfectly to mobile devices and tablets.
The best Fact Find experience for your clients
Give your clients an intuitive digital Fact Find, carefully crafted based on feedback from thousands of clients. Strike a perfect balance between brevity and data accuracy, with customisation on a per-client basis.
Send and store documents securely, with no time limits
Use the Oxide document vault for exchanging important documents with your clients, and requesting client agreement. Documents can be safely stored for as long as you wish.
Simple, transparent pricing
Trial the full power of Oxide free with your whole team for 28 days, no obligation. After that, we offer a simple monthly subscription.
£42 per month per adviser (+ VAT)
Limited time only