Introducing Attach Plus for Financial Services


New E-mail Security Tool Available For Financial Professionals

The issue...securing confidential client documents sent via e-mail.

Simply ask yourself: How many sensitive documents does your firm transmit via e-mail each year?

  • Documents containing confidential information (financial data, transfer forms, investment reports)
  • Account paperwork with sensitive personal identification (social security numbers)
  • Spreadsheets or data you wish to remain unchanged

Imagine making it so easy to transmit sensitive documents securely via e-mail, that it becomes a natural part of your staff’s workflow process.


Attach Plus...like sending documents via Armored Truck!

Attach Plus is a powerful, yet easy-to-use program for creating and modifying documents sent as e-mail attachments on-the-fly. For creating secure attachments, Attach Plus uses the popular 128-bit PDF and ZIP encryption technology. In addition to the password, the recipient only needs a free copy of Acrobat Reader (version 5 or above) or WinZIP (version 9 or above) to open the secured attachments.



How it works:

Click to View Workflow


Try 30-Day Demo

Key Benefits of Attach Plus:
  • Clients/Recipients feel more secure knowing confidential files sent via the Internet are protected
  • Adds powerful encryption to your e-mail attach button
  • Encrypting documents is so simple, it becomes second nature to your staff
  • Helps meet privacy policy guidelines

Satisfied Customers:

“Our clients are reminded that we are committed to our Privacy Policy by password protecting confidential information we send them over the Internet.” Carole Ann Canapari, Operations Manager at Advice One, LLC.

"Attach Plus functionality exceeds my expectations! Integrates great with my CRM, and even records emails sent "on the fly" to the appropriate contact's history. The result is that I don't have to take any extra steps to make sure everything I send is tracked as part of my communications for compliance purposes" Ben L. Jennings, CPA/PFS, CFP - Navigator Financial Planning, Inc.

Press:

     

Start Protecting Your Sensitive Client Data Today!


Download a Free 30-Day Demo

E-mail Applications Supported

  • Outlook 2000, Outlook 2002 and Outlook 2003
  • Novell Groupwise 5.0 & above
  • ACT! 6 & 2005 e-mail
  • Goldmine 5 & above e-mail
  • Outlook Express 6

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