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

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Use Cases for Financial Services

Tresorit Engage was built for the realities of finance: regulated environments, sensitive data, and the need for efficiency. With industry-grade encryption, customizable workflows, and full branding, your client collaboration becomes as secure as your numbers.

Client Onboarding

Invite clients into a secure workspace, collect KYC documents, and streamline setup through automation and templates.

Investment & Portfolio Reporting

Share performance reports and financial analyses in a secure, audit-ready environment.

M&A & Due Diligence

Use granular permissions and file expiration to share data during audits or acquisitions.

Tax & Accounting Collaboration

Safely exchange tax forms and financial documents with consultants or clients – fully traceable.

Regulatory Data Requests

Organize and respond to compliance inquiries or GDPR access requests efficiently and securely.

Cross-border Client Management

Stay in control with data residency options and international-grade compliance features.

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.

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FAQ secure Data rooms

Leading data rooms rely on multi-layered security architectures. These include end-to-end encryption (both in transit and at rest), certified data centers (often ISO 27001), granular access permissions, two-factor authentication (2FA), watermarks, secure viewing options (restricting copy/print), and detailed audit trails. Look for providers who explicitly highlight security standards and regular audits.

Modern data rooms are designed to support compliance with these regulations. This is achieved through:

Detailed Audit Trails: Every action (who accessed what, when, and for how long, or downloaded it) is seamlessly logged and can be exported in an audit-proof format.
Granular Access Controls: You precisely define who can see which documents and what actions they can perform.
Data Hosting Options: Many providers allow you to choose the server location (e.g., within the EU for GDPR compliance).
Security Certifications: ISO 27001, SOC 2 Type II, and other certificates demonstrate adherence to international security standards, which often form the basis for financial regulations.
Data Minimization and Deletion Features: Support for implementing retention and deletion policies.

Data rooms are extremely versatile:

M&A Transactions: Secure due diligence, Q&A management.
Fundraising & Capital Raising: Professional presentation to investors.
IPO Preparation: Structured collection and disclosure of documents.
Lending & Syndication: Secure exchange with banks and syndicate partners.
Compliance Reporting & Audits: Centralized, controlled access for auditors.
Investor Relations: Ongoing provision of reports and updates.
Restructuring: Management of sensitive information with various stakeholders. Efficiency is increased through centralized document management, accelerated Q&A processes, elimination of physical shipping, anytime access for authorized parties, and often through templates for typical financial workflows (e.g., onboarding, annual reports).

A great deal! You have precise control options:

Role-Specific Permissions: Define groups (e.g., "Buyer Team A," "Auditors") with specific rights.
Document and Folder Level: Determine who can see which files or entire folders.
Action Rights: Control whether users can only view, download, print, or edit documents. Dynamic watermarks can be activated individually per user and document.
Revoke Access: Access rights can be revoked at any time with immediate effect.

Good data rooms place great emphasis on an intuitive user interface. Access is usually via a web browser without the need for software installation. Clear structures, search functions, and a clean design ensure that even less tech-savvy users can quickly find their way around. Many providers also offer branded client portals that create a familiar and professional experience with your logo and colors.

Yes, many leading data room providers offer "white-labeling" or branding options. You can incorporate your company logo, corporate colors, and often personalized welcome messages or disclaimers. This enhances your professional appearance and brand recognition throughout the process.

The initial setup is usually very quick – often within minutes or hours. Most data rooms offer drag-and-drop functionality for document uploads and support bulk uploads as well as existing folder structures. For complex migrations or large data volumes, some providers also offer support or special migration tools.

You have several options. You can have the data room archived (often at a lower cost) to retain the data in an audit-proof manner for a specific period. Alternatively, all data can be securely and certifiably deleted. Many providers also offer an export of the entire data room, including all documents and audit trails, on a data storage device or as a secure download.

One platform, multiple benefits

Automatic end-to-end encryption & zero-knowledge

that your employees, clients, and partners cannot bypass - bad actors will never be able to exploit.

One platform for secure storing, sharing & signing

that have been built for securing your entire document management lifecycle - without risky system switches.

Utmost security for external & internal file sharing

that helps you facilitate risk-free collaboration across your supply chain, client base, and entire organization.

A platform designed for compliance

that has proven to be the perfect choice for the strictest regulatory requirements - GDPR, HIPAA, TISAX, FINRA, including NIS2 & DORA.

Intuitive interface & integrations

that naturally adapt to your work style while supporting secure work habits - whenever you touch on a sensitive document.

Strong access & sharing controls at your fingertips

that empower you to regain control over your data flow, supervise who and when can access your content, and detect suspicious events in-time.