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 only 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.
Learn how XCMportal helps you:
Securely collaborate with clients as part of your established processes
Quickly and easily empower clients to safely share sensitive financial information with you and your team
Gain peace of mind in knowing that you are properly safeguarding private data in accordance with all laws
Contact us today.