- Get new members started quickly and easily
- Securely store files with ability to lock and set access rights
- Protect sensitive information e.g. in M&A projects (cf. Virtual Data Room)
- Gain continuous access to the correct version and keep track of changes
- Save time and money with online meetings
- Use the Planner tool for making financial plans and calculations
- Delegate assignments to external partners e.g. service providers, insurance agents and consultants
How can we help - get started quickly
Security is a crucial factor for financial services projects. Mistakes in this area are critical. In Projectplace you can decide who gets access to information. We have successfully helped our customers in the financial industry to get started on their projects. Contact us and we’d be happy to offer you our advice!
- Communicate quickly and easily with other offices, customers or employees abroad
- Securely store and share all documents online from a central location
- Use version management on all document types: rules and regulations, M&A documents etc.
- Use the Planner tool to make financial plans, calculations and to give access to external parties