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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


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.