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
Company-wide searches. Auto-file incoming emails. Team collaboration.
Total control, security & efficiency with your own branded online Client Portal.
Automate team workflows. Getreal-time productivity reports.
Prevent client lawsuits & government fines with privacy & security features.
Significantly speed up customer approval turnaround time & document workflow.
Add-ins to Microsoft Office, connect your CRM & accounting systems.
Popular Features That Will Change Your Business
Find the full job history of any customer in seconds. Use Optical Character Recognition (OCR) for in-file searches.
Legally binding digital signatures for turnaround times in hours not days. No more printing, signing & scanning PDF's!
Automatically capture & file your emails, printed documents and scanned files. Sync with your CRM for data integrity.
Easily send documents to private or group 'intrays'. Set up work-in-progress areas for document version control.
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.
Get compliant for GDPR and other data privacy legislation. Audit trails, bank-level security, privacy by design, permissions.
Popular Microsoft Office (Word, Excel, Outlook, PowerPoint) add-in's. Integratewith your CRM and existing software.
Generate real-time team and workflow performance reports. See audit logs, outstanding tasks, priorities and more