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Lockbox

  Websites Overview  
  Business Package  
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Lockbox  

 


 


Service, Security, Convenience
 
 Lockbox Features
 
  • Collaboratively edit documents with associates around the world
  • Maintain the speed of email with the highest level of security available
  • Access documents from any Internet connection
  • Feel secure knowing that your documents arrived safely, securely and instantly
ONLY $15 / month!

 
LockBox is a platform for secure document exchange that enables you to send and receive files over a secure Internet connection. Give clients a unique username and password that will enable them to individually log into their private “LockBox” and access special information, such as contracts or promotions, intended only for their eyes.

With 128-bit SSL protection, you'll feel confident knowing that each file downloaded or uploaded is protected from unwelcome eyes.

Document Versioning

LockBox comes with a document versioning feature that records the time and date of any changes made to that particular file. Our proprietary tracking technology provides you with accurate information about what file version was available at a certain time. In case of an accidental deletion, LockBox automatically archives previous versions of important documents and gives you access to them for an unlimited period of time.

Multiple File Upload

Save time by uploading files to multiple LockBox accounts at the same time. Use the proprietary email notification feature to alert your customers when there are new documents awaiting their review.

Web-Based Access

Never arrive to a meeting without an important document or contract again. LockBox is web-based and can be accessed via your business website from any Internet connection.
 
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AdvisorSquare designs, hosts, and maintains websites specifically for financial professionals. Call us today at 800.251.3863 to speak with a consultant. As the nation's #1 provider of financial websites, AdvisorSquare provides unique custom website design options and a host of communication tools proven to promote business, acquire new clients, and improve client services. Copyright © 2005 LiveOffice
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