SecureDock for Trust CompaniesAs a fiduciary of trusts you work with individuals and businesses to guide them through prudent savings and investment strategies. From your client’s perspective, confidence in your organization is paramount.

That same level of confidence is needed with regard to the security of documents being held and transferred between you and your clients. They need to be assured the stream of electronic communications are protected. As you review, exchange and prepare clients’, or prospective clients’, tax returns and other personal information, you and your firm need to display a confidence that information transferred is safe from outside threats.

SecureDock is dedicated to helping Trust Companies reduce the risk of personal information falling into the wrong hands, and assisting them to better serve and retain their customers. Our platforms are all branded directly to the company, enhancing client prospecting and retention.



With the exposures you and your clients face, you should be asking yourself the following two questions:

Is the confidential information that I transmit back and forth with my customers vulnerable to prying eyes?

Do I currently offer my customers a way to securely store, organize, access and distribute their essential documents?



To help Trust Companies better support their clients, SecureDock created two platforms:



TED Express

Protects how trust companies send and receive sensitive files

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Client Virtual Safe

Secures the storage of your client’s sensitive files

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Trust Company Benefits

Reduced Exposure
Branding and Differentiation
Industry Compliance

Client Benefits

Identity Theft Protection
Bank Level Security
No Software Installation
Critical Document Protection



At SecureDock, protection of your information is paramount.

SecureDock protects all essential personal and private information with:

Financial Institution Level Security
Highest level of encryption – at rest and distribution (AES 256)
Top international hosting facility – only certified data specialists on data floor

External Network Security Vulnerability Assessment report on file for review – completed every 24 months

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For pricing information, technical support, or to schedule your live demo today, call us at

(949) 387-5400


email us at


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