Maven Capital Partners commissioned us to develop and design a custom client portal on their current Sharepoint 365 framework. They wanted their clients to have secure access to their assigned Tax Returns, documents, latest investment opportunities and news within Maven.
Custom CSS and workflows were created for approving sensitive client documents by Maven staff members. Alerts are then triggered and generated to users once documents are ready to view or to expire.
Find out more about Maven Capital Partners here – www.mavencp.com