Manage client information and provide them with their own virtual safe deposit box

Client Portal

Manage client information and provide them with their own virtual safe deposit box

  • 24/7 Access to information
  • Audit shared and stored files
  • Minimize document handling
  • Client electronic safe deposit box

File Sharing

Provide a secure encrypted file transfer network with clients

  • Send and receive client files
  • Custom email notification files have been received
  • Collaborate with clients and their advisors

Co-Branded Software Interface

Provide brand recognition to your clients with placement of your firm logo