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
Individual instruction portal
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.