Enhance your firm’s digital client experience by providing them with their own Privatlocker to easily access and manage their personal and / or business documents anytime, anywhere.

Privatlocker ‘Professions’ platform is a multi-tiered collaboration platform to securely store and manage your clients’ permanent records, certificates, documents and files. Selectively share across your organisation’s internal network of trusted advisors and with your clients. Reduce risk and have peace of mind knowing your confidential documents and sensitive client data are always secure.

Satisfy Compliance Requirements with Confidence. You can provide your organisation and clients with a platform that comes equipped with best-in-class, bank-grade security protocols. Privatlocker’s activity log and fiduciary audit trail allow you to track all client activity in perpetuity.

With Privatlocker, important documents and files are permanently, securely and selectively available to your clients, staff and advisors.

• Granular user access controls between categories, folders and clients
• When you want a client to action a document move it to the action-required folder
• When a document is added by either you or your client a notification is received

Never need to attach a confidential document to an email again by providing secure, isolated access to your selected collaborators.

Trust is the foundation of your relationship with all your clients around the world. They can value you with the confidence to take the responsibility of protecting their information seriously.  And to be worthy of your trust, we built and will continue to grow Privatlocker with an emphasis on security, compliance, and privacy.