Client document management for enterprises

Flexible API-based solution with multiple integration opportunities for your unique infrastructure

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Reduce The #1 Cause of Data Breaches

Misdirected email by internal users is the leading cause of data breaches at financial services companies

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Client document collection is done through email, which is increasingly becoming a critical cybersecurity threat. 

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Eliminating email attachments and file sharing links significantly reduces enterprise risk

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100% activity tracking on display and through logs to easily meet compliance and operational requirements

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Granular user-based access control and permission settings takes away any guesswork for compliance

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Future proof your enterprise for the ever-increasing data privacy requirements

Use our APIs to enhance your own portal

Customize needed functionality through the 9 APIs and 400+ endpoints

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Efficiently designed APIs will reduce development time by 60-80% on document management which is non-core for your enterprise

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Advisor and Client based permission setting streamlines network expansion

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Document upload with immediate role based access

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Programmatically create a personalized list of data and document requirements to streamline individualized onboarding

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Achieve data residency requirements with a single API parameter

Flexible Implementation

Cloud agnostic, scalable API-based solution provides ultimate enterprise flexibility

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With an in-market SaaS solution used by thousands of clients, deployment decisions become easier to make.

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Implement as a hosted or managed solution, with or without our current front-end

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Connect your own user authentication, user database, messaging platform, enterprise email exchange

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Connect your own preferred cloud vendor - AWS, Azure or any VPC