Where do you lose the most time today?

Six things we hear from advisers and service firms every day — and how Portenia solves each one.

Problem 01

Your client asks for the contract for the third time.

How it looks today

You emailed the PDF two years ago. The client cannot find it. You spend 20 minutes in your inbox, pull it out again and send it once more — the third time in two years.

Scale that to 200 clients and half a day a week goes into resending documents.

With Portenia

Portenia shows every client their own documents in their own portal at any time — linked to the right contract or case. You stop resending. Versions, search and a log of every download are built in.

See documents

Problem 02

You have become an adviser by voice message — and can no longer find anything.

How it looks today

One request came by messenger, the next by email, the third by phone. Nobody knows what you promised any more. Nor does the client.

When someone leaves, the whole context goes with them. Records, cover and audits all suffer.

With Portenia

Chat per client and per case. Every conversation stays with the case — findable in five years’ time. With attachments, read receipts and push notifications.

See chat

Problem 03

You type master data into four systems.

How it looks today

The core system has the contracts, your CRM the addresses, accounting the documents, a spreadsheet the vehicle list. Every new date means entering it twice or three times.

At every handover one entry contradicts another — and nobody knows which source is right.

With Portenia

Data sources are first-class citizens here: maintain them yourself, import a spreadsheet, or read them live from your core system through the connect agent — including writing back, without an open port.

See data sources

Problem 04

Your presence looks ten years older than your work.

How it looks today

Your advice is excellent. Your presence looks like 2014. Clients draw conclusions from that — before the first phone call.

Building your own costs five figures, takes months and is never quite finished.

With Portenia

Portenia puts you online on your own domain within minutes — logo, colours, typeface and icon to your specification, right through to your own app in your own store account. No mention of us.

See brand & custom domain

Problem 05

A subject access request costs you half a day.

How it looks today

An access or deletion request arrives. You search emails, folders, text files and three tools for everything that exists about that person.

You no longer know who accessed which file and when. The log is a hunch, not a document.

With Portenia

Separated data spaces, a clear data model and an audit log covering every access. The access report is one button, deletion runs through a named path — and clients can trigger both themselves in the portal.

See clients & data model

Problem 06

Building your own is too expensive. Off-the-shelf does not fit.

How it looks today

You gathered quotes — and got stuck between “does not fit our business” and “five figures and several months”.

Website plug-ins solve half of it badly. Ready-made services send newsletters, not claim files.

With Portenia

Portenia sits between the two: a finished platform that you shape to your own business — without a development team of your own.

Sounds like your week?

Get trial access or spend 20 minutes with us — we will walk through your own cases live.

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