In development
A secure client platform, built around your obligations.
Document collection, program delivery and seven-year record-keeping in one place, built 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.