Plans & Features

A complete solution to protect the data stored and shared by the financial services industry

Solutions for Financial Services

Choose the best plan for your business, employees, and customers.

Small Teams

Our Small Teams option is perfect for internal collaboration or sharing files with external partners.

Minimum of 5 Internal Users
Unlimited External Users
Organizational Vault

What’s Included
  • Unlimited Storage for Internal Users
  • No File Size Limit
  • FINRA Compliant
  • FFIEC File Exchange Compliant
  • Data Loss Protection
  • Total Information Privacy & Protection
  • End-to-End Encryption
  • Virus & Malware Scanning
  • Vault-to-Vault Exchange
  • Advanced search, indexing & tagging
  • 3rd Party Folder & File Sharing
  • Multi-Factor Authentication
  • Compliance Tracking
  • Track File Engagment
  • Know What Content is Shared
  • Business Hours Support

Most Popular

Organization

Our Organization option is the ideal solution for customer-facing teams replacing paper-heavy workflows.

Minimum of 5 Internal Users
Unlimited External Users
Organizational Vault
Access to APIs
Option of SSO Implementation
Option to Provide Vault to Customers

What’s Included
  • Unlimited Storage for Internal Users
  • No File Size Limit
  • FINRA Compliant

  • FFIEC File Exchange Compliant
  • Unlimited External Users
  • Data Loss Protection
  • Total Information Privacy & Protection
  • End-to-End Encryption
  • Virus & Malware Scanning
  • 3rd Party Folder & File Sharing
  • Vault-to-Vault Exchange
  • Advanced search, indexing & tagging
  • “Inbox” Module
  • Organization File Restriction Module
  • Account Group Module
  • Rewards and Upgrade Module
  • Group Notification Module
  • Multi-Factor Authentication
  • API Library Access
  • Send eReceipt API integration 
  • Send Loan Doc API integration 
  • Compliance Tracking
  • Track File Engagment
  • Know What Content is Shared
  • Multi-File Download
  • Setup Admins
  • Team Training
  • Silver Support
  • Option for SSO Integration
  • Option to Provide Customers with a Digital Vault
  • Option for Color Customization

Enterprise Solution

Financial Institutions use our secure collaboration technology to create Enterprise Solutions, like our Loan Participation Platform.

Customization of Functionality
Access to 40+ APIs
Option of SSO Implementation
Option to Provide Vault to Customers

Powered By Virtual StrongBox

We believe Financial institutions and their customers deserve the best in data security.

See how our collaboration platform compares to DropBox, ShareFile, Box, and other solutions.

See how our collaboration platform compares to DropBox, ShareFile, Box, and other solutions.

Want to offer your customers a Digital Vault?

Although we’ve grown into a best-in-class collaboration tool, our clients still offer our digital vault to their customers as a benefit behind online banking or MFA.