Private Client Portal
Deliver a superior experience for your clients and streamline the process of taking them to market with a professional file sharing portal dedicated to secure, efficient collaboration.
The SRS Acquiom Private Client Portal provides a secure, efficient alternative to sharing sensitive data over email.
Keep it Confidential
Stop sharing pitch book documents and assets via unsecured email. Private Client Portal delivers file sharing purpose-built for M&A, with industrial-grade security that keeps your sensitive data confidential.
Make Your Firm Shine
Gain flexible white-labeling capabilities to suit your firm's needs. Choose either an SRS Acquiom-branded interface or a completely white-labeled client experience, with your logo and colors and running on your domain.
Collaborate with Confidence
Organize, compile, view, and share documents with only a few clicks. Our easy interface leads to hours saved and gives you access to the data you need, anytime you need it.
Gain More
Security Meets Convenience
Private Client Portal owners can set custom session durations — whether it’s 15 minutes or 30 days — allowing users to work securely without getting constantly logged out.
Start on the Right Foot
By enabling a smooth deal process from day one, you’ll reinforce your value to your clients, improve their experience, and set the stage for a seamless transaction.
Easily Add a VDR
When you’re ready, add our Virtual Data Room without missing a beat and enjoy an intuitive, streamlined experience.
Get Started Now
Watch a live demo to learn how the SRS Acquiom suite of solutions can fit your specific needs
Greg Nelson
Dive Deeper
Gain a deeper understanding of the efficiencies gained by partnering with SRS Acquiom from due diligence to the last dollar out.
Related SRS Acquiom Solutions and Resources
Virtual Data Room
Payments
Shareholder Representation
Client Quotes and Stories
See why clients rely on us to elevate their gain.
“
What SRS Acquiom does is not part of our brain process. We just want things to be done…no pain, no problems. They make sure nothing gets in the way of my deal.
“
SRS Acquiom has earned our business and future business. They make a complicated process simple and keep lines of communication open at all times.
“
Working with SRS Acquiom has been top notch and the little things, surpassing industry standard, don’t go unnoticed. Kudos to your company.
“
M&A deal technology has evolved, but some aspects haven’t changed for decades. Services like SRS Acquiom Clearinghouse show what technology can do to make the deal process more efficient from both an economic and practical standpoint.