Description
SKK Lockbox is the secure client portal for Shepherd Kaplan Krochuk clients, providing instant access to your quarterly deliverables, reports, positions, and important account documents.
SECURE ACCESS
• Multi-factor authentication (MFA) ensures your financial data remains protected
• Encryption for all data transmission
• Secure authentication
QUARTERLY DELIVERABLES
Access all your deliverables organized by quarter, including:
• Performance reports and analytics
• Account statements and positions
• Private equity reports
• Meeting minutes and notes
• Invoices and billing documents
• Fund offerings and updates
• Portfolio analysis
• Model reports and scenarios
INTUITIVE ORGANIZATION
• Deliverables grouped by quarter for easy navigation
• Visual icons for quick identification of document types
• Approval status tracking for time-sensitive documents
OPTIMIZED FOR ALL DEVICES
• iPhone: Streamlined interface for on the go access
• iPad: Enhanced sidebar layout for efficient navigation
• Responsive design adapts to your device
DOCUMENT MANAGEMENT
• View PDFs directly in the app
• Track document approval status
DESIGNED FOR CLIENTS
SKK Lockbox puts your financial information at your fingertips with an interface designed specifically for busy professionals who need quick, secure access to their account information.
PRIVACY & SECURITY
Your privacy is our top priority. All communications are encrypted, and we never store sensitive data on your device. Multi-factor authentication adds an extra layer of protection to ensure only you can access your account.
REQUIREMENTS
An active SKK client account is required to use this app. If you have questions about access, please contact your account representative.