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Portals for Wealth Managers, IFAs, VCs and M&A
Portals for Wealth Managers, IFAs, VCs and M&A
Updated over a week ago

Wealth Managers use our portals for the following processes:

  • Customer onboarding - see the video for what the client experience looks like here. If you require a similar worklfow, please contact customerservices@mydocsafehq.com to get a quote.

  • Mergers & Acquisitions or equity investment rounds - data rooms for transactions. You do not need to go through much configuration to get up and running. Just follow the steps in the previous article.

  • Approval workflows for third party managers - please contact customerservices@mydocsafehq.com to get a quote.

Dashboard

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Individual instruction portal

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  • Pensions management - signing agreements, securely exchanging documents, filling out webforms. You do not need to go through much configuration to get up and running. Just follow the steps in this article.

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