EntryWatch ← All industries
A confidential welcome for private clients

Visitor management for Wealth Managers

Give private clients a considered, confidential arrival and keep a discreet, auditable record of who has been in your offices.

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Health & safety to think about

  • Account for every client and staff member in an evacuation.
  • Record the adviser hosting each visit so responsibility is clear.
  • Keep an auditable arrival/departure log for compliance and insurance.
  • Capture accessibility needs discreetly at sign-in.

Security to think about

  • Keep high-net-worth client names off an open counter book with a private digital record.
  • Pre-register expected clients and notify their adviser on arrival.
  • Badge visitors so staff know who is meant to be in client-meeting areas.
  • Flag unwanted visitors against a watch list before they reach reception.

How EntryWatch helps wealth managers

Confidential sign-in
Clients sign in discreetly on a tablet or their phone — nothing on public view.
Adviser notifications
The adviser is told by email, Teams or Slack the second their client arrives.
Private, auditable record
A searchable log of visits for compliance — never a public book.
Watch lists
Flag arrivals against a watch list at the door.
Evacuation roll-call
One tap accounts for everyone on site.

Frequently asked questions

How is client confidentiality protected? ▾

Sign-in is captured to a private digital record, not an open book, so one client can’t see another’s name or business.

Will advisers know when their client arrives? ▾

Yes — the adviser is notified by email, Teams or Slack the moment the client signs in.

Is there an audit trail? ▾

Yes — a searchable arrival/departure log you can rely on for compliance and incident reviews.

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