Blog » Tag
31 articles tagged with "Wealth Managers and Financial Advisers"
In an era where digital efficiency is paramount, MyDocSafe has unveiled its latest innovation tailored for individual users: the Signature Wallet. This new offering is designed to simplify the process of electronically signing and securely storing documents, catering especially to entrepreneurs, freelancers, and startups. Key Features of the Signature Wallet: User-Friendly Interface: The Signature Wallet […] Read More…
Read more →We have recently released a SSO capability and wanted to explain what SSO is, what are the risks involved in using it, why it may be a good idea for you, and how to set it up. Introduction Single Sign-On (SSO) is a technology that allows users to access multiple applications with a single set […] Read More…
Read more →Understanding the ‘Need to Know’ Data Access Principle The ‘Need to Know’ data access principle is a fundamental security concept designed to limit access to sensitive information. Under this principle, individuals or entities are granted access only to the data necessary for them to perform their specific tasks or roles. This approach minimises the risk […] Read More…
Read more →Introduction to AML/KYC Compliance Importance of AML/KYC regulations Streamlining AML/KYC Compliance is crucial for accountants, lawyers, wealth managers, mortgage advisers and other “regulated professions” because they are expensive yet legally required. They were initially designed to prevent financial crimes such as money laundering, terrorist financing, and fraud. Increasingly they play an important role in fighting […] Read More…
Read more →MyDocSafe has been recognised by FinTech Global as one of the most innovative and relevant WealthTech companies in the world. Sixth annual WealthTech100 list names the companies transforming the world of wealth and asset management The latest edition of the WealthTech100 has been launched today by FinTech Global, a specialist research firm. This prestigious ranking […] Read More…
Read more →How to get a brief you are happy with Do you ever struggle to procure a brief from your clients that you are happy with? Or is the information you get often either incorrect or incomplete? Getting the right brief is the battle half won: you have all the information required to provide a quote […] Read More…
Read more →Beyond questionnaires – the benefits of using data onboarding tools In today’s digital landscape, software companies are constantly competing to gain new clients and maintain existing ones. One way they can stand out from the competition is by offering clever data onboarding tools. These tools help software companies entice clients away from competitors by making […] Read More…
Read more →MyDocSafe is attending Digital Integration In Wealth Management 2023 at the Royal Lancaster Hotel (21/22 02 2023) Come and talk to us at the Digi Wealth in London on the 21st and 22nd of February. If you have workflows to automate, whether they are related to customer onboarding, document approvals, or complex transactions then do […] Read More…
Read more →Why you need easy documents sharing Teamwork and collaboration are the heart of any organisation. The ability to quickly and effectively share information across your company can make or break you in today’s world. This used to be a time consuming laborious process. Everyone over the age of 40 will surely remember lining up to […] Read More…
Read more →