Secure Enterprise Document Management for Wealth Advisors
Document Vault is a document management system directly integrated into the d1g1t enterprise wealth management platform that enables advisors to share documents both internally with colleagues and externally with investors, securely and efficiently.
Automate Delivery of Documents to Investors and Colleagues
Seamlessly and efficiently automate the delivery of documents to investors through the d1g1t client portal and mobile apps. Documents can be shared instantaneously with the click of a button. Users can also share documents with colleagues by granting granular permissions to various users while maintaining control over who can view, edit, approve, and publish documents.
Centralized Document Repository
Document Vault provides a centralized document repository that can be used to manage and store a variety of documents including:
- Client reports (quarterly statements)
- Tax and regulatory reports
- Business reports
- Operational reports (recon files, etc.)
- Financial plans
- Invoices & fee transaction files (generated by the billing system)
- Trade confirms
- Trade approval files
Download Solution Overview
Manual and Bulk Document Uploading
Documents can be manually uploaded or they can be uploaded in bulk through API-driven workflows.
Document Tagging and Integrated Document Approval Process
Keeps documents organized and ensures only approved documents are distributed to investors.
Make Managing and Sharing Documents Easy
Reduce manual document handling to improve operational efficiencies and deliver an exceptional client experience.