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Firm Branding
Reflect your firm’s brand with your
logo on dashboards, a customizable
welcome message and notifications
Advanced Security
Provide sensitive documents and
store materials in an industry leading secure portal
Dynamic Watermarking
Protect unauthorized sharing with customizable dynamic watermarks with optional random encryption for an additional layer of security
Agreements
Comprehensively manage, post, and track acceptance of standard policies like Privacy Policies, Electronic K1 Delivery in one place
Multimedia Feature
Post, share, and track multimedia files such as videos and webinars to increase engagement from investors
Digital Signatures
Request, capture, and track digital signing processes to users or groups with ease right in the portal
Make security a priority today.
