Portfolio licensing

Application received.

Thank you for your interest in portfolio licensing with Minute Book Cloud.

Next steps

Most portfolio applications are reviewed within one business day. If approved, you'll receive:

  • Portfolio workspace activation
  • Firm and client access setup
  • Capacity and tier confirmation
  • Onboarding resources
See what your clients will experience

Explore the structured digital minute books, verifiable share certificates, and compliance tools your firm can deliver under its brand.

Explore Digital Minute Books