Increase your firm's productivity by up to 30% with XCM workflow management.
Simple, Secure File Transfer
Integrated with XCM™ to empower secure client collaboration within your established processes.
As a trusted advisor, your clients expect you to safeguard their sensitive financial information, even as you also provide
the convenience of collaborating with them in a digital environment. However, if you’re using email to share
files, you may be putting your clients’ information at risk. In fact, several states have passed legislation that prohibits
sending confidential information through unencrypted email, and many more are likely to follow.
With XCMportal, you can continue to share information securely in a familiar, easy-to-use format. XCMportal integrates
with your XCM workflow software to enable you and your staff to upload and download information to a secure,
personalized portal when you need to according to your
established processes.
XCMportal is the ony portal integrated with a workflow management
system, making it a seamless part of your daily work.
Easily upload all file types from linked documents attached to
the task routing page, as well as questions and other information
from the Issues/Points page.
XCMportal's advantages for your firm:
- Fast Set-Up
- Easy-to-Use
- Integrated with XCM
- Secure Collaboration
- Enhanced Client Service
