How Secure Space Can Help Your Finance Firm:

SecureSpace optimises your information workflow. It streamlines your business processes, with detailed reporting to help you identify bottlenecks. Administration is significantly reduced, so your team can focus on value-adding. Our integrated secure Client Portal software allows you to securely share information with your clients, and track whether they've been viewed or actioned. If you're looking for financial services document management software then consider SecureSpace. We are helping businesses like yours deliver results, and get an instant return on investment, both in time and money.

Next-Gen Paperless Office

Company-wide searches. Auto-file incoming emails. Team collaboration.

Better Client Communication

Total control, security & efficiency with your own branded online Client Portal.

Instant Productivity Visibility

Automate team workflows. Getreal-time productivity reports.

Security & Legal Protection

Prevent client lawsuits & government fines with privacy & security features.

Binding Digital Signatures

Significantly speed up customer approval turnaround time & document workflow.

Tools & Data Centralisation

Add-ins to Microsoft Office, connect your CRM & accounting systems.