Secure email

Good morning

We are looking for a way of sending emails securely to clients. Unfortunately this seems to mean that only the person who receives the email back from the client is able to read it. We have discussed the option of having a team generic email address but are not keen on this as a lot of our older customers who use email prefer to email a specific person. 

Does anyone have any ideas/suggestions? Maybe some sort of portal?

Not sure what is out there so any guidance would be appreciated. 



  • Hi Sandra

    I've recently concluded that secure communication over email is not worth the hassle. For anyone.

    There are a lot of systems that are cheap and better. Have a look at Crugo as an example. Also, Filehaven is on the horizon from codepotato and it looks good. 

    There are also systems like moneyinfo that, with the arrival of open banking, are going to be able to add huge reporting capability to clients from within a secure environment (but have a big £££ initial setup cost).

    Email is good for telling you that something is happening in your secure environment, and that's about it. I'm not sure how that will get across the issues your clients have about emailing a specific person. Maybe an in-house demonstration of whatever tech you're using, I'm sure I could convince most people willing to use email that it was inefficient, clunky, more expensive and less secure than the alternatives.

    Benjamin Fabi FPFS
    Chartered Financial Planner 
  • Thanks so much for taking the time to get back to me Ben. Your input is very useful. 
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