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Cloud based client portal technology which combines document sharing with e-signature, e-forms, and workflow automation tools.
About
Secure portal technology revolutionises the way data is transferred between companies and their key stakeholders (clients, employees, investors). The platform allows creation of bespoke portals with embedded workflows, e-signature, forms, ID verification and payment processing. Use cases include employee onboarding, client portals for sharing and signing documents and complex transactions (compliance, real estate, corporate finance transactions).
Key Benefits
End-to-end solution for stakeholder interaction and transacting with documents, identity and money.
Applications
Employee onboarding, client onboarding, client file management, deal rooms, mortgage applications, lease agreements, corporate finance transactions, medical records storage and sharing.