OUR CLIENT PORTAL EMPOWERS CUSTOMERS
A CLIENT PORTAL IS A SECURE DIGITAL GATEWAY TO AN ORGANIZATION'S NETWORK, COMMUNITY, FILES, OR OTHER INFORMATION.
Giving Customers Everything They Need
Partners Financial Service gives your customers access to everything they need, including a client portal and other self-service options, in a single location. A client portal, like a customer portal, is provided by a company, built with client portal software, which gives clients the ability to securely login and access information.
The Benefits of Web-based Client Portals:
Increased flexibility
24/7 access
Increased security
Convenient access
Improved communication
Secure sharing
Secure storage
Client Web Portal & FTP
Partners Financial Services, Inc. provides clients with 24/7* access to our Client Web Portal & FTP site. Clients can view all consumer account information, collection and servicing notes, cancel and upload new accounts, and pull client reports directly from our secure web portal. For clients who want to exclusively use an FTP site for report delivery, account placement, and mass document delivery, Partners Financial Services, Inc. has partnered with Citrix ShareFile for industry leading security and flexibility. Clients have the option of using our browser based FTP site, connecting to their ShareFile folders via FTP or FTPS, or both. Click here for information regarding our security reasons for partnering with ShareFile.