MyDocSafe for Wealth Managers and Financial Planners

Streamline your clients’ onboarding experience end-to-end with MyDocSafe workflows

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Offer fully white labelled and secure client portals with end-to-end onboarding workflows

Include contract signing and approval

Chain together multiple steps that include form filling, identity checks, digital signing and more

Embed identity verification and document checks into the onboarding journey

Store and share all sensitive client documents in individual portals

The only client onboarding software wealth managers need to engage and onboard new clients (and renew existing clients)

Automate the entire client onboarding journey from product selection through fact finding, AML checks to contract signing

  • Design your own client onboarding journey.

  • Easily build fact finding forms that suit your business requirements.

  • Speed up data collection through automated address and company information lookup

  • Create back-office workflows for risk assessment, approval or counter signing of documents

  • Benefits include: Improved data quality and speed of obtaining detailed client briefs, lower ‘deal abort risk’ and faster ‘time to revenue’.

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Get verified e-signatures on every financial document

  • Electronic signature for any type of transaction: sign-up clients, hire staff, onboard suppliers, work with existing clients.

  • Give your clients and employees the digital experience they expect: no more filing, no more email attachments.

  • Send new terms and conditions to all your clients for signing in seconds. We will do the chasing and housekeeping.  At the end of the process each signed copy will appear in a specific client folder.

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Build and automate client onboarding processes in minutes

  • Design and deploy end-to-end onboarding workflows for a fully automated client on-boarding experience.

  • Reduce ‘time to revenue’ from new prospects.

  • Make a great first impression.

  • Never ask your prospects for sensitive information via email.

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Combat fraud with seamless AML/KYC checks

  • Real-time name, address and document verification

  • Incorporated into seamless on-boarding processes

  • Or used as a stand-alone service

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Protect and manage all documents with industry-leading security

  • Fully-fledged DMS for professional services firms.

  • Granular access rights ideal for both internal teams and clients that allows you to ring fence sensitive information from staff that do not need access to it.

  • Encryption key management service available for extra protection.  Keep the keys yourself, escrow them with a third party or let us manage them for you.

  • Customer portals that show off your brand.  Stay top-of-mind by keeping your brand in a private DocSafe of your client even for one-off transactions or after engagement ends.

  • Data held in the US.  Bespoke backup services are available.

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Add advanced security features where required

  • Use electronic signature with SMS verification or facial recognition checks.

  • Verify authenticity of e-signature through our verification page.

  • Stamp important documents on the Ethereum blockchain.

  • Escrow private encryption keys with a reputable third party or hold them yourself for added reassurance.

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Document management to help financial planners to sign up, service and retain clients

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