ÿDoc Vault

Document Management for Financial Services

ÿDoc Vault is a future-proof, digital document management system for financial services that provides a better, automated way of organizing, digitizing, storing, and accessing all your business documents, all the while, being able to complete tasks that involve those documents.

It is a secure, central online repository for all your legacy documents and smart contracts. ÿDoc Vault makes your digital assets instantly accessible while facilitating enhanced operational workflows and integration with downstream systems.

Paper documents – applications, agreements, legal documents, compliance and disclosures, letters, memos, reports, proposals and presentations – cost financial services organizations hundreds or even thousands of dollars every week in paper, time, storage and audit requests. In addition, paper-based processes can make the onboarding process inefficient, which can lead to poor customer experiences.

Meets FINRA, SEC and CFTC retention guidelines and WORM rules, fully 17a-4(f) compliant document archival system
Provides seamless Forms Logic integration
Expedites audits by quickly producing records on demand
Reduces the cost of document storage and retrieval
Supports a wide range of reporting and business intelligence requirements

ÿDoc Vault helps you meet your regulatory requirements, keeps your documents safe through encryption, ensures that files may not (or may) be overwritten, modified or deleted and allows you to quickly find the documents you are looking for. It also keeps transaction files 100% encrypted.

We look back with dread on the days when all documents had to be managed on paper. Yet, some organizations overlook the ease of use and added value of a well-thought-out digital system that manages and structures your documents.

Ease of use makes or breaks a tool. We have designed ÿDoc Vault with usability in mind. A clean and intuitive interface based on Microsoft Office makes working in the application effortless. A single window to do all queries and view results means faster access to your data. 

Meets FINRA, SEC and CFTC retention guidelines and WORM rules, fully 17a-4(f) compliant document archival system
Provides seamless Forms Logic integration
Expedites audits by quickly producing records on demand
Reduces the cost of document storage and retrieval
Supports a wide range of reporting and business intelligence requirements
Stores smart contracts and revision audit trails
Improves client onboarding and other processes/workflows
Integrates with downstream systems
Historical access to all transactions
Microsoft Azure based data-center storage
Full reporting based on any metadata criteria
Complete audit trail of transactions
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