High Net Worth Clients
A secure portal for your clients to message, share and discuss in private with every message and document encrypted.
Encrypted portals for your valuable clients
Providing the best in privacy and security for your valuable clients
High Net Worth Clients demand and expect first class service and most importantly, privacy and security for their discussions and decisions, something that cannot be provided by insecure email.
Our portals are a private space for your clients to connect and share documents or sensitive conversations - They are secure, encrypted so only your team and your client can access, are conversational so you can have a discussion with your client without ever needing to use insecure email. And unlike email they will keep these conversations private, even from your IT team.
HNWC rooms are an enhanced version of our customer portals providing the best in security, privacy and additional features and tools to manage your client interaction
Why private client portals?
Privacy & Security
Flexibility
Productivity
Conversational
How our client channels work
Share or upload files securely from any client
Need to have a client upload a document securely? Our encrypted portals are bi-directional so both your client and team can share documents and messages in both directions at any time.
Dropvault keeps a complete history of all your shared documents but remain secure and private and protect these sensitive documents from breaches or cyber attacks.
Client documents & discussions
Our client portals are more than just documents. They are conversational so you or your client can start a discussion or add comment and reply.
Conversational client portals mean you never have to use insecure email to share anything with your contact and no need to forward or CC any message.
Access from any device from anywhere
Your clients can access their client portal from any device from anywhere. From laptops, iPads or smart phones you only need a web browser to gain easy and frictionless access to their account.
Customize your access
Choose to set up your client portals to be pin-less or password/pin required - We automatically send a link in email when you add something new to the portal. Or add a "My Portal" link to your web site or email signature to make it easy for your contacts with passwords to access their portal without a link.
You can customize your client portal welcome page with your logo, welcome message, contact information and more.
Private, secure and a great customer experience
Our portals show your customers that you take their privacy seriously by protecting their sensitive data.
They are also a complete history of every message, discussion, signature and decision all in a simple, easy to use but secure portal. No leaving sensitive data in an email for years at risk of a breach plus is makes finding previous discussions and documents easy.
Client ticketing & tasks included
Every client portal has a built in ticket manager so you can take any discussion and turn into a ticket with a due date, assign to a team, priority and more. You can track these tickets from your dashboard and get a complete overview of all your portal activity.
E-Signatures
Request a sign off or e-signature from your customers - Just choose any discussion, task or document and request a signature. We will ask your contact to accept and record their signature using any touch device. And not just documents - Discuss with your contact or employee and request a signature on the entire conversation.
No more having to use a second app to manage your signatures and everything it stored securely in your customers portal for privacy.
Great tools to manage your documents and conversations
We have great tools to help you and your team manage your conversations - from a task manager where you can assign and track each conversation until it is completed or a team calendar and reminders for keeping track of important client dates.
These great features mean you never have to take your document out of your secure channel and instead keep it secured while your team is working on it.
Send directly from Outlook
For even less friction you can send using a portal without ever leaving your Outlook Email inbox. Just select your contact, add a subject and any documents and send.
Coming soon
Zero knowledge
Your messages and documents are encrypted with a unique channel key before they are stored on our servers. This ensures that your content is always private and we can not access any message or document
Enterprise Features
Your documents, your storage.
Dropvault comes with unlimited storage by default - There is nothing you need to set up or configure but for larger enterprise customers keeping sovereignty and control over your documents is important and so our channels support storing your documents on your corporate AWS, Azure or on-premise storage. This optional feature allows Dropvault to connect to your storage and use as the default storage for your documents.
We will encrypt all documents before storing so they will remain secure even in the event of a breach.
Compliance and auditing
For compliance we retain all conversations and documents in the channel and this is always available to either the customer or to your team.
Identity documents are retained for many years and whether it's 1 year or 10 years, they will always remain encrypted and secure if stored in a Dropvault channel.
Share or upload files securely from any client
Need to have a client upload a document securely? Our encrypted portals are bi-directional so both your client and team can share documents and messages in both directions at any time.
Dropvault keeps a complete history of all your shared documents but remain secure and private and protect these sensitive documents from breaches or cyber attacks.
Client documents & discussions
Our client portals are more than just documents. They are conversational so you or your client can start a discussion or add comment and reply.
Conversational client portals mean you never have to use insecure email to share anything with your contact and no need to forward or CC any message.
Customize your access
Choose to set up your client portals to be pin-less or password/pin required - We automatically send a link in email when you add something new to the portal. Or add a "My Portal" link to your web site or email signature to make it easy for your contacts with passwords to access their portal without a link.
You can customize your client portal welcome page with your logo, welcome message, contact information and more.
Private, secure and a great customer experience
Our portals show your customers that you take their privacy seriously by protecting their sensitive data.
They are also a complete history of every message, discussion, signature and decision all in a simple, easy to use but secure portal. No leaving sensitive data in an email for years at risk of a breach plus is makes finding previous discussions and documents easy.
Client ticketing & tasks included
Every client portal has a built in ticket manager so you can take any discussion and turn into a ticket with a due date, assign to a team, priority and more. You can track these tickets from your dashboard and get a complete overview of all your portal activity.
E-Signatures
Request a sign off or e-signature from your customers - Just choose any discussion, task or document and request a signature. We will ask your contact to accept and record their signature using any touch device. And not just documents - Discuss with your contact or employee and request a signature on the entire conversation.
No more having to use a second app to manage your signatures and everything it stored securely in your customers portal for privacy.
Great tools to manage your documents and conversations
We have great tools to help you and your team manage your conversations - from a task manager where you can assign and track each conversation until it is completed or a team calendar and reminders for keeping track of important customer dates.
Compliance and history keeping
For compliance we retain all conversations and documents in the channel and this is always available to either the customer or to your team.
Identity documents are retained for many years and whether it's 1 year or 10 years, they will always remain encrypted and secure.
Zero Knowledge
Your messages and documents are encrypted with a unique channel key before they are stored on our servers. This ensures that your content is always private and we can not access any message or document
Sharing is simple, but powerful and secure
We've made is simple to share anything with anyone. Just create a new conversation or reply to an existing thread, add your reply, drop in any documents and save.
Everything you add or send, and anything your team or customers add is automatically secured to protect it.
DropVault is so secure that even DropVault staff and engineers can not access or view your data.
Secure Spaces
You can choose to encrypt any Meeting Space by adding an encryption key and a password. Once encrypted your messages and any documents are encrypted and secure from any 3rd party, including Apptimi!
Once encryption is enabled you can share the password with your team or customer so that they can have access to any conversations in the Space.
Use encrypted Spaces for confidential client communications , for secure projects and discussions or HR Reviews and feedback.