Appleby launches client portal for portfolio management

Appleby is the leading provider of offshore legal, fiduciary and administration services. With an unparalleled presence in the key offshore jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, Isle of Man, Jersey, Mauritius and the Seychelles; the group offers advice on offshore law.

Screenshot of Appleby SharePoint Platform

In order to provide access to key portfolio information, the need for a secure client website became a critical requirement for leading offshore law firm, Appleby. They needed a portal which would provide their customers, leading worldwide institutions and high net-worth individuals, with easy, highly secure and instant access to their personal information at any time, from any location.

Windows SharePoint Services 3.0 was the solution that would provide Appleby with the dynamic capabilities of key security, administration, search and document management functionality.

Appleby has significantly enhanced its client service and satisfaction by providing customers with access to real-time portfolio information through a shared, branded workspace.

This has significantly enhanced communication and collaboration within the company's internal and external network.

In summary

Client:
Appleby

Sector:
Professional services

Solution:
Appleby needed a client focused website with ease of access to their personal data and the confidence that their personal information is secure.

Return on Investment:
SharePoint has provided Appleby's customers with access to real-time portfolio information through a shared branded workspace. Internal and external networks are benefiting from enhanced communication and collaboration.

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