Try us for free
Next generation client portals
Security by design and privacy by default
Doing business in the EU? Fulfill your GDPR obligations faster while providing a superior client experience
Create separate portal groups for different types of stakeholders.
Give your clients, staff, investors, and shareholders an experience they deserve: set up a portal group for each of them through which you can share documents, videos and other information
Broadcast announcements to each portal group
Set up different Terms & Conditions for each portal group
Provide a secure space for sharing documents, messaging and information requests.
Each portal users receives separate login details
Security by design and privacy by default: ring fence data and manage who can access it
Fulfill your GDPR obligations faster.
Distribute and manage consent forms
Respond to requests regarding the right to data portability, the right to be forgotten, or the right to data access with a click of a button
Keep an audit trail for compliance