Your clients expect financial expertise – and uncompromising security
With Tresorit Engage, finance teams, advisors, and consultants can securely exchange documents, manage portfolios, and build lasting client relationships through encrypted, white-labeled client portals.
Why Finance Professionals Choose Tresorit Engage
Today’s financial services require more than performance – they require trust, transparency, and data protection:
- Email and traditional file-sharing tools aren't secure or compliant enough
- Manual processes and tool overload slow down collaboration
- Clients expect a modern, professional digital experience
Tresorit Engage
Elevate your financial operations with a seamless blend of security, professionalism, and efficiency. Share sensitive documents with confidence, protected by end-to-end encryption and designed for compliance with GDPR, DORA, FINRA, and ISO27001. Deliver a premium, white-labeled client experience through portals customized with your logo and personalized for each client.
Streamline your critical financial workflows—from onboarding and due diligence to annual reporting and compliance—using intuitive templates that save you time. Manage multiple client projects simultaneously with dedicated, organized data rooms, all while ensuring full accountability through comprehensive audit trails and detailed access logs.
Benefits for Finance Teams & Advisors
- Ensure client trust with secure, compliant, and branded portals
- Simplify complex workflows with ready-made templates and automation
- Protect every interaction with zero-knowledge encryption
- Reduce manual effort and tool overload by consolidating file sharing, communication, and approvals
- Enable compliance by design, not as an afterthought
One platform, multiple benefits
Automatic end-to-end encryption & zero-knowledge
One platform for secure storing, sharing & signing
Utmost security for external & internal file sharing
A platform designed for compliance
Intuitive interface & integrations
