With ProSystem fx Portal the exchange of client data and files has never been easier, more convenient and secure. Experience the benefits of ProSystem fx Portal by engaging in a live web demo here.
Discover how the newest addition to the ProSystem fx Suite will benefit your firm by joining a ProSystem fx Portal expert who will walk you through “Day In The Life” workflows that utilize Portal.
Benefits of Portal
- Immediate and secure access to important documents.
- Effortless exchange and organization of files of any size.
- Ability to maintain previous file versions in document history for quick and easy retrieval.
- Easily organize documents for increased efficiency; search, filter and display documents by file type, title, creator, keyword and more.
With ProSystem fx Portal, you can share PDF files, Web pages, hyperlinks, Microsoft® Excel spreadsheets, Microsoft® Visio diagrams, Microsoft® Word documents, PowerPoint® presentations, and financial software data files, among others.
ProSystem fx Portal iPad Giveaway Rules