Financial Institutions

The Boole Server solution provides financial institutions with a secure system through which to share internal information without incurring the risks that transferring data via e‐mail could present.

This system provides employees of a financial institution with the security to share; documents, investment outlines, economic data or plain colleague to colleague communications in an absolutely confidential way, not only within the head office but also between third party agencies.

• Keeping internal communications protected and confidential.
• Data Room for documents and sensitive information sharing between financial adviser and client.
• Server-side protection of all data stored.