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PAUL360 Kundenportal
Following the development of PAUL360, the need arose to exchange documents securely between clients and family offices. This led to the development of the PAUL360 client portal - a web application that provides clients with their own access. They can use the portal to upload, view and securely share documents, which simplifies collaboration and the exchange of information. The platform improves communication and ensures smooth, efficient processing between family offices and their clients.
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PAUL360 customer portal has saved us thousands of hours of work. We are now able to find our investments and documents in a matter of seconds.
PAUL360
PAUL360 is the complete digital solution for corporate groups, holding structures and family offices. The platform offers seamless integration of master data, company holdings, tasks and document management.
With its user-friendly interface, PAUL 360 provides an optimal overview and control of all company structures and assets - perfect for family offices and large structures.
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PAUL360 manages to bundle both the provision of information and document storage in one system in a sensible, practical and customizable way. This has significantly reduced access times and considerably increased availability. In addition, PAUL360 has such a flexible structure that interfaces to other applications, e.g. to our control programs, can be developed and integrated.
NESSY Cloud
The NESSY Cloud is a customized web application that was developed specifically for DFK Nord AG. It enables consultants to sign documents digitally, share them securely with customers, store them and control access. NESSY Cloud also offers functions such as video consulting, creating offers and managing meetings. Customers receive their own access, which they can use to upload documents, complete a self-disclosure form and submit financing requests.
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Very professional, open to new ideas and perfect timing!
