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New
E-mail Security Tool Available For Financial Professionals
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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.
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| 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:
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Click
to View Workflow
Try 30-Day Demo
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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
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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
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