Intranet Software for Financial Services
For over two decades, SimplifyIT has helped financial services teams modernize their internal operations. From investment firms to wealth managers, our intranet software can simplify daily workflows, automate compliance tasks, and create a centralized hub for staff communication and procedures.
Built for Regulatory Readiness
- Policy & Procedure Control: Maintain a live repository of firm policies with version history, staff acknowledgment tracking, and secure access logs.
- Form & Workflow Automation: Use intelligent routing to automate onboarding, audit prep, and internal reviews.
- Flexible Hosting Options: Run your intranet in the cloud or choose on-premise or self-hosted deployments.
- Advanced Search: Make use of intelligent and (optional) AI-powered search to find documents, workflows, and contact info fast.
Designed for Financial Operations
- User-friendly interface: Minimal training required. Staff adoption is high across departments.
- Content targeting: Tailor announcements, procedures, and documents by office, team, or compliance role.
- Engagement tools: Use built-in social features and feedback collection to foster a collaborative workplace.
- Task tracking: Automate responsibilities and alerts with task management tools.
- Rapid deployment: Go live fast - without consultants or a long setup process.
Explore More Features
Common Questions
What makes this intranet suited for financial services firms?
SimplifyIT is built to meet the real-world compliance and operational needs of financial institutions, including document control, audit trails, and secure role-based access - all without the complexity of general-purpose tools.
Can we integrate this with our Microsoft 365 and internal systems?
Yes. SimplifyIT offers seamless Microsoft 365 integration along with optional Active Directory or Entra ID support, so staff can log in with their existing credentials.
Do we need to replace SharePoint?
No. Some clients use SimplifyIT alongside SharePoint to manage internal forms, approvals, and knowledge-sharing without disrupting external file workflows.
Ready to See More?
Book a call or watch the demo and see how SimplifyIT can support your financial services team.
