Messaging keeps financial conversations, files, and next steps in one secure place — without relying on email chains or scattered context.
Why use Rask Messaging?
- Privacy: Your messages are encrypted and only visible to you and your authorised advice team.
- Context: Your adviser can see your Living Profile alongside your messages, making their advice more accurate.
- Audit Trail: Every conversation is saved, providing a clear history of the advice you’ve received.
Key Features
- File Sharing: Easily reference documents from your Document Vault or upload new ones directly into a chat.
- Search: Find past advice or specific topics instantly using the messaging search bar.
- Staff Triage Views: Internal teams can switch between Clients, Team, or All, then triage client chats with Assigned / Unassigned / All.
- Staff Team Messaging: Staff can start direct teammate chats from New Message using the Team recipient source.
- Staff help panel: Staff can open in-app Inbox help for quick triage and notification guidance.
- Notifications: Get alerted via email when your adviser replies, so you never miss an update.
Start here
Tips for better communication
- Use Threads: Keep different topics (e.g., “Tax Question” vs. “Home Loan”) in separate threads to stay organised.
- Be Specific: The more detail you provide, the faster your adviser can help you.