PortalsXpress provides the highest level of security for your clients' financial documents, making it easy for you to share information with each of your clients. Each portal is protected with up to 256-bit SSL encryption, the same level of security most banking sites use.

Unlike other solutions, you never need to send a password to your client. Our one-time invitation process allows the user to set their own password on the portal.

Enable search on your account to help you find documents fast. Search finds even hard to search documents, such as PDF's and scanned documents.

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Portal Branding: We'll brand your portal to include your company banner and colors from your website.

Portal Manager: We make it easy to create and manage individual portals.

File Downloads and Uploads: Your clients can download portal files and view documents using their web browser.

Email Alerts: PortalsXpress notifies you by email each time a client uploads files in their portal. You'll know the file name, when it was accessed, and by whom.

Print to PDF: You can print PDF output from any Windows application directly to a client's portal.

Security Padlocks: Make files read-only, manage secure access by groups, prevent accidental deletion, and more.

Customization: If one of our ready-to-use portal solutions doesn't quite fit your needs, we can build a custom portal solution to match your requirements.