Secure Intranet Software for Financial Services
Whether you're a fintech startup or a 100-year-old wealth management firm, your internal platform needs to balance accessibility and control. SimplifyIT offers a secure intranet that adapts to your workflows and compliance expectations - without locking you into rigid systems.
Custom Login Options
Support for Microsoft 365 login? Check. Local-only credentials with MFA? Also supported. Our clients choose what's right for their environment. Some integrate SSO, others maintain standalone logins. You decide how users access the system - and how fast they're removed when offboarded.
Permission-Based Everything
SimplifyIT's permissions go beyond files and folders. You can restrict form fields, workflow steps, acknowledgment requirements, or even search results. It's a security-first design with operational nuance - especially important in financial services where not everyone needs to see everything.
Audit Logs and Access Visibility
Need to know who read a policy? Who approved a vendor request? What changed in a client-facing document? SimplifyIT automatically tracks user interactions, making audits (and internal reviews) easier.
Security That Adapts as You Grow
You might not need granular access controls now - but you will. SimplifyIT scales with your firm, giving you fine-grained user management and historical tracking the moment you need it. There's no need to rebuild your intranet just because your org chart got more complex.
Security isn't just about locking things down. It's about managing access with confidence - and having the logs to prove it. That's what SimplifyIT delivers.
