Front-office document management software for wealth managers and financial planners.

  • Fact Find portal

  • Quotes & Proposals for slick client on-boarding

  • KYC and AML checks

  • Secure portals for instructions, sharing and upselling

  • Integrated digital signature

Fact Find portal ready for action.

  • Pre-loaded fact find portal with more than 25 forms.

  • Easily adjusted for your business’s requirements.

  • Integrated with the Companies House and address lookup

  • 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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E-signature for every workflow.

  • 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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Automate client onboarding processes

Automated client on-boarding.

  • 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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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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Secure document management.

  • 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 Europe.  Bespoke backup services are available.

Extra security features

Extra security features.

  • 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 re-assurance.

Extra security features

Sell faster, work smarter, delight your clients.