E-mail Security Tool Available For Financial Professionals
The issue...securing confidential client
documents sent via e-mail.
ask yourself: How many sensitive documents does your firm
transmit via e-mail each year?
containing confidential information (financial data, transfer
forms, investment reports)
paperwork with sensitive personal identification (social
or data you wish to remain unchanged
making it so easy to transmit sensitive documents securely
via e-mail, that it becomes a natural part of your staff’s
Plus...like sending documents via Armored Truck!
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.
to View Workflow
Try 30-Day Demo
Benefits of Attach Plus:
feel more secure knowing confidential files sent via the
Internet are protected
powerful encryption to your e-mail attach button
documents is so simple, it becomes second nature to your
by password protecting confidential information we send them over
the Internet.” Carole Ann Canapari, Operations
Manager at Advice One, LLC.
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.
Protecting Your Sensitive Client Data Today!
Download a Free 30-Day Demo
- Outlook 2000,
Outlook 2002 and Outlook 2003
- Novell Groupwise
5.0 & above
- ACT! 6 &
5 & above e-mail
- Outlook Express