Secure Client Portal for Financial Services Providers

Why is a Secure Client Portal important for financial services providers?

You understand the need for confidentiality. An organization’s or individual’s financial data indicates its successes and shortcomings. Unless such information is ready for release to stakeholders, it must be privately analyzed and interpreted.

Times have changed. Email, fax, and physical mail are the old way of doing business. You now need a secure, compliant, and effective way to exchange financial documents with your clients in order to comply with industry regulations and give your clients peace of mind.

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Financial Advisors

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Wealth Managers

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Insurance Brokers

TitanFile is a Solution that Provides

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  • Easy Platform Adoption

When you exchange sensitive documents, it is best to use a platform that is not only secure but also easy to use for your staff and your clients.

TitanFile offers a solution designed for both beginners and advanced subscribers, with an intuitive interface and rewarding user experience. If you can use email, you can use TitanFile.

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  • File Sharing With Confidence

Unfortunately, stories about financial data leaks and security breaches are common, and risks are only increasing over time. This is why you need a system in place that allows for secure two-way collaboration.

TitanFile is built with state-of-the-art security features to keep your information secure and help you comply with industry regulations. With these features, you will confidently share financial statements, legally-sensitive account information, and any other information through a secure client portal.

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  • Precise File Tracking

How many confidential documents pass by your desk each day? Are you sure that these documents are only being viewed by the intended person when you share them online?

To address these concerns, TitanFile users can smoothly share private files through Channels. These are secure online areas that let you exchange and discuss documents.

In addition, TitanFile features audit logs, which clearly track and time-stamp who accesses your files, and send you instant notifications when files have been accessed.

DocuSign Integration - TitanFile
  • Online Document Signing with DocuSign

Document signing should be a simple experience for your staff, your clients, and other external parties. No one should have to print, scan, sign, and re-upload documents. 

TitanFile integrates seamlessly with DocuSign to enable you to request electronic signatures and store signed documents securely.

Learn more about our DocuSign integration.

Case Study

See how easy it is to share files securely!

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TitanFile gives financial services providers peace of mind by:

  • Providing a secure client portal for staff and clients
  • Eliminating the need to share files by email, fax, or courier
  • Giving you a choice of where your data resides (U.S., Canada, or Europe)
  • Enabling electronic document signing with DocuSign
  • Maintaining audit logs for proof of access and proof of delivery
  • Improving HIPAA, PIPEDA, GDPR, and PCI DSS compliance

“ Since deploying TitanFile, our firm has seen great improvement when it comes to client communication, deliverables, and is experiencing quicker turnaround times. Our clients love that they can scan and upload receipts, tax documents, and other files to our secure client portal all year round. ”

– Murtaza Lukmanji, Director of IT at Crowe Soberman

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