A step by step journey
Request & Send Documents
SecureExchange allows organizations to send clients a secure link for document submission, ensuring an encrypted environment.
Document Submission
Clients securely upload and share the required documents (e.g., financial documents, contracts) with their client advisor without fear of interception.
Review and Feedback
Advisors can review documents directly through the platform and communicate with clients, requesting any additional information.
Final Approval & Close
Once reviewed, SecureExchanges can be deleted by the advisor.
