Financial Services Customer Portal

Create private Workspaces to securely share information with your customers. Collaborate quickly with confidence and scale up with Onehub as your business grows. Customize your Workspaces with your logo and brand colors to give your business more polish and a professional look.

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Simple, secure financial services customer portals to share information better.

  • Easy Uploading

    Upload multiple files at once by simply dragging-and-dropping them directly into your browser.

  • Activity Tracker

    Every event that happens in your Workspace is tracked to see exactly who interacts with your files.

  • Massive Preview Options

    View high quality previews of more than 30 different file types, directly in Onehub desktop and on mobile.

  • Familiar Organization

    Secure spaces and folders make it easy to organize your folders and files exactly the way you want them.

  • Share with Confidence

    Your content is given bank-level encryption in transit and at rest. Only the people you invite can access your data.

  • Collaborate and Communicate

    Post messages and assign tasks within your Workspace to make collaborating with partners easy, safe and secure.

  • Precise Permissions

    You determine exactly who has access to your content and the level of permissions each user has with your content — keeping your data safe.

  • Make it Your Own

    Add your logo and brand colors to give your Workspaces a more polished, professional look that inspires confidence with clients and customers.

  • Cost-Effective

    With straightforward pricing, no long-term contract lockups, and a free 14 day trial, Onehub is the easiest way to get started with secure file sharing today!

More than 1 million people trust us with their business files.

Regardless of your industry, number of employees, or types of clients you serve — Onehub’s cloud storage platform can help you communicate more effectively and securely.

Using Onehub has definitely supported our growth. We can secure our very private internal documents, yet control how we and other parties access the documents in real time, which has helped us scale.
Jaime Ostheimer

Jaime Ostheimer

Limeade
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