Manage client information and provide them with their own virtual safe deposit box

Import Client List Compatibility

Save time with your initial set-up and let our technical populate your Xchange PortTM with your existing client base

  • FREE client portal creation of existing client base
  • CSV of XLS import capability

Education and Training

Our professional staff provides online training and education on setting up multiple office locations, user levels and share groups.

  • Account administration
  • Adding clients
  • Managing share access
  • Uploading files
  • Customizing email notifications