MyDocSafe for Financial Services
Grow your AUM with MyDocSafe client onboarding and regulatory hosting platform for wealth managers.
Automate the Entire Client Onboarding Journey
From product selection through fact finding, AML checks to contract signing - all automated.
- Design your own client onboarding journey
- Automated address and company information lookup
- Back-office workflows for risk assessment
- Improved data quality and faster time to revenue
Get Verified E-Signatures on Every Financial Document
Electronic signatures for any transaction type with automatic follow-up and document filing.
- Legally binding signatures for investment agreements
- Automatic reminder system
- Signed copies organised in client folders
Combat Fraud with Seamless AML/KYC Checks
Real-time verification integrated into your onboarding workflows for complete compliance.
- Identity verification and document checks
- PEP and sanctions list screening
- Ongoing monitoring and alerts
Practice Management for Financial Services
MyDocSafe Practice Management brings tasks, timesheets, timers, team communication and client collaboration into one secure platform. Assign work to team members or clients, track deadlines in real time, standardise recurring workflows, and keep every conversation connected to the right documents.
For Financial Services teams, this means better visibility, faster delivery, and less administrative overhead across every engagement.
Learn more about Practice Management
Industry-Leading Security
Fully-fledged DMS for professional services with enterprise-grade security.
UK/EU Hosting
Data residency options
Grow Your AUM with MyDocSafe
Start your free trial and see how MyDocSafe can transform your client onboarding.