Jaspall Swiss

Partners area

Reserved access for approved partners to prepare documents, requests and contractual steps.

Jaspall Swiss

Agent Portal

The operational tools for agents will be grouped in a portal separate from the Jaspall Swiss website. This separation keeps the showcase website institutional while preparing a dedicated work area.

Login, client files, KYC, contracts, calculators and invoicing tools will be handled in the agent portal according to assigned rights.

The Jaspall page remains intentionally simple: it presents the partner area and then directs the agent to the working portal without multiplying steps.

Operational links, including the Jaspall KYC section, are grouped inside the agent portal so the public website does not expose the internal organisation.

Access the agent portal

A direct entrance

Tools planned in the portal

KYC and client files

Create, consult and print KYC files according to the approved journey.

Contracts and annexes

Progressive preparation of contractual documents and client-related annexes.

Calculators

Simulation and calculation tools reserved for approved agents.

Invoicing tools

Issue documents and invoices in the Jaspall universe, with its own visual identity.