Financial Professionals

Financial Professional Portal - Security - Accessibility

Never worry about the security of Financial Documents again.

Your CertainSafe Financial Professional Portal provides multiple layers of security combined with industry compliancy. CertainSafe exceeds industry requirements for Financial Professionals with regard to securing sensitive information. Additionally, CertainSafe is approved by leading lenders and underwriters as well so you can be certain your Client's information is safe.

Protect Your Firm's Reputation

You MUST Protect the sensitive information you work with everyday. PII data must be locked down safe from prying eyes or unwanted exposure. CertainSafe is here to ensure just that. Simply store or backup your Client files in CertainSafe. There's no installation or additional software required
just log in, save your files, and never worry again!

Portal Integration provided into Microsoft Outlook / Word at no extra charge

Secure Client information without interruption to your business processes. Your CertainSafe Financial Professional Portal is integrated with Microsoft Outlook 2013 and Microsoft Word 2013 (and higher) so you won't have to add any extra steps to your workflow. You can safely store files or send them without ever leaving your email.

Secure & Compliant Storage - Negotiaion - Information Transfer Made Easy

Transferring information no longer has to expose you to security risks. Your CertainSafe Financial Professional Portal is the safest way to both store and transfer files. You can effortlessly keep data safe, access comprehensive audit trails, and even maintain version control of documents. No more saving multiple unsecured files or sending sensitive information back and forth risking the loss, or even worse, the exposure of your Clients PII. Work together with Clients, other Financial Professionals, as well as Lenders and Underwriters without risk through your CertainSafe Financial Professional Portal.

How Safe Is Safe?

The CertainSafe Financial Professional Portal provides the most secure storage service available today. It protects you from external and internal exploitation, securing data in both transit and at rest. It is so secure that not even our staff can view your content! Your files are exchanged for digital MicroTokens which are then MicroEncrypted and distributed offsite across an array of redundant servers for impenetrable, ultra-secure and completely private storage.
Even if a hacker was able to get some piece of data it would be completely unusable by them to extract any information.

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  • No application or software to install.
  • In-app integration with Microsoft Office 2013 and Microsoft Word 2013 (or higher).
  • Store any data, document, file or image up to 2GB with simple "drag & drop" functionality.
  • Real-time file retrieval.
  • Team file cabinets and live chat with designated shares for secure collaboration and negotiation.
  • Comprehensive audit trails and version control.

White Label Custom Portal Branding

Individualize your firm’s Financial Professionals Portal with our White Label Program. Your client’s user experience will be branded with your company logo and colors.
Contact us to learn more about how you personalize your security

Special Portal for Financial Professsionals

Protect your brand and your clients from a cyber attack!

Contact Us

We value your business and are happy to answer your questions. For detailed questions or corporate inquiries, please let us know your thoughts in the form.

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CertainSafe is product of Secure Cloud Systems, Inc/Eclypses. Our operations are located in Colorado Springs, at 2005 Areoplaza Dr. Colorado Springs, CO 80916.