Accelerate Decision Making
Access real time information, see colleagues availability in real time, view and edit documents, save and share with clients. Enable secure content sharing with other approved apps for document signing, board presentations, executive dashboards and more.
Secure Confidential Information & Respect User Privacy
Separate personal data from corporate data, preventing sensitive information from being exposed. Avoid inappropriate data wiping policies and costly legal discovery requirements.
Comply with Regulations
Use proven security to meet the strictest financial standards, regulations, and best practices for protecting both client and firm data.