A clear place for your contribution
Help with the record you know: an insurance policy, a pension detail or the evidence needed for a selected task.
FOR TRUSTED ADVISERSYour expertise.
Your expertise.
Clearly connected.
Clients don’t always need another conversation. Sometimes they need to find the information from the last one. Hiveview helps your work remain visible, connected and useful to the family you support.
You remain the adviser.
Hiveview helps the information stay together.
A more organised client can come to the conversation with their records in view. You can help maintain your part of the picture, with the family in control of the wider workspace.
Less repeated chasing
Keep the information shared for your task together. Give the family a useful reference for the next review.
Confidence through clear boundaries
Scoped access helps separate your area from unrelated family information. Proposed updates can be reviewed before the master record changes.
Two ways to work with a family.
Help with one thing.
The family creates a contribution link for a selected task and shares the relevant records or documents. You open the link and follow the verification steps shown, then submit your contribution.
Keep your area current.
A continuing insurance portal supports recurring collaboration on that area. The family controls the access and can revoke it. Continuing access to other areas is not yet part of the pilot.
Peace of mind starts with
knowing who is looking after what.
Support your client with an understandable record, the relevant evidence and a clear next action.
Access with purpose.
Selected information
An invitation does not give unrestricted access to the family workspace. Work within the scope the family has chosen.
Visible review
Where approval is required, a submitted contribution is a proposal until the family accepts it.
Practical safeguards
Link verification and access controls support collaboration. Discuss suitability for sensitive documents and your firm’s own policies before use.
Hiveview is in private pilot. It does not replace your firm’s regulated advice, systems or professional obligations.
YOUR NEXT STEP
See what a clearer picture feels like.
Explore a family workspace, or talk to us about the things you want to bring together.