How Secure Space Can Help Your Finance Firm:
SecureSpace optimises your information workflow. It streamlines your business processes, with detailed reporting to help you identify bottlenecks. Administration is significantly reduced, so your team can focus on value-adding. Our integrated secure Client Portal software allows you to securely share information with your clients, and track whether they've been viewed or actioned. If you're looking for financial services document management software then consider SecureSpace. We are helping businesses like yours deliver results, and get an instant return on investment, both in time and money.
Your New Efficient, Secure Office
Better Client Communication
Total control, security & efficiency with your own branded online Client Portal.
Security & Legal Protection
Prevent client lawsuits & government fines with privacy & security features.
Binding Digital Signatures
Significantly speed up customer approval turnaround time & document workflow.
Popular Features That Will Change Your Business
Data Control
Find the full job history of any customer in seconds. Use Optical Character Recognition (OCR) for in-file searches.
Digital Signatures
Legally binding digital signatures for turnaround times in hours not days. No more printing, signing & scanning PDF's!
Filing Automation
Automatically capture & file your emails, printed documents and scanned files. Sync with your CRM for data integrity.
Team Collaboration
Easily send documents to private or group 'intrays'. Set up work-in-progress areas for document version control.
Performance Workflows
Speed up and optimise your workflows, identify bottlenecks and generate real-time process and team reports.
Online Client Portal
White-labeled Client Portal that tracks who opens your messages, real-time retraction, auto-filing & large file sending.
High Security
Get compliant for GDPR and other data privacy legislation. Audit trails, bank-level security, privacy by design, permissions.
Powerful Integrations
Popular Microsoft Office (Word, Excel, Outlook, PowerPoint) add-in's. Integratewith your CRM and existing software.
Performance Reporting
Generate real-time team and workflow performance reports. See audit logs, outstanding tasks, priorities and more