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Online Portals for Financial Services


Collaboration in modern financial services increasingly requires the complex exchange of information across multiple shareholders, who use varying levels of security on their devices. With Readyportal, financial services companies can triumph over large projects, difficult litigation or complex deals through an integrated suite of collaboration tools –without jeopardizing the security of their information. And they can do so working from any device. Readyportal facilitates online collaboration and corporate governance -two crucial pieces of the puzzle -by tying documents, and associated conversations and comments together.



Features and Benefits


  • Instantly sync all comments and changes made to a document across all your devices
  • Take your work with you offline –synchronize documents and collaborate directly from Desktop
  • Fully control who can see and access your documents and who they can be shared with


  • Access, review and collaborate on your documents through a secure company workspace
  • Simplify your collaboration by reducing your team’s reliance on unsecure, external applications
  • Wind things back through version control to see changes, search critical information and review progress


  • Store all your documents in one centralized location, easily searchable by your admins and decision makers and accessible from any device
  • Extend the efficiency of collaboration by keeping documents accessible to only your most relevant team members
  • Generate a complete decision audit trail and reduce the challenges of ongoing compliance by never losing an important document in a paper trail or dated email thread again


  • Access your documents where you need them, where you need them –mobile, tablet or desktop
  • Review, comment, annotate, and iterate on work with your entire team in one place
  • Work safely –your mobile Readyportal is equipped with the security needed to keep your IT department tucked in at night


  • Facilitate your company’s compliance and data governance policy with Enterprise-level security
  • Protect the security of your workspace with passwords and folder-level control
  • Integrate security requirements onto your mobile devices
  • Control forwarding, downloading, deletion, uploading and your document’s expiration dates.

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