In development
A secure client platform, built around your obligations.
Document collection, program delivery and seven-year record-keeping in one place — designed with our first cohort of managed clients.
01
Discovery
Mapping workflows with first-cohort clients.
02
Build
Secure portal, document vault, program delivery.
03
Pilot
Managed clients onboard and stress-test it.
04
Release
General availability alongside Module B retainers.
Want early access?
Managed (Module B) clients get portal access as it rolls out. Register your interest and we’ll keep you posted — no obligation.
Talk to us about managed compliance.
Talk to us directly — 1300 557 173, or hello@kestrelassurance.com.au.