Xchange Port™ Features

  • Unlimited client portal creation
  • Upload client documents (unlimited storage)
  • Collaborate with clients and their advisors
  • Set user access levels
  • Audit trail
  • Ability to manage client information
  • Import existing client base (csv or xls format)
  • Co-Branding includes firm logo within all client applications

Included Client Benefits

  • FREE Xchange Port
  • FREE initial My Personal Datasafe subscription ($99.99 value)
  • 24/7 access to their information
  • Empowerment to put their affairs in order
  • Solution to managing digital assets
  • Ability to selectively share information

Single User License $50/month

Enterprise Edition $2500/year
Unlimited user licenses per location

Custom Packages
Customized packages to meet your specific practice and client needs.