CSSI Portal+
Client reporting portal and document vault for RIAs on Advent Axys, APX or SSRS reporting.
- RIAs
- Asset managers
Client experienceCustom quote
MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
Bedford, England, GBmydocsafe.comNot yet confirmed by the company
What it does
MyDocSafe is a UK-built client collaboration platform for professional services firms, with dedicated offerings for financial advisers and planners alongside accountants, law firms and corporate boards.
Firms use it to send proposals, onboard clients, run KYC and AML identity checks (powered by Yoti), collect information through web forms, share documents in branded secure portals, and gather legally binding electronic signatures with an audit trail. For financial planners it supports document requests and signing around life events, such as beneficiary or power-of-attorney updates, plus automated review reminders and long-term encrypted storage. Higher plans add data rooms, an API and own-domain branding.
Published pricing runs from £18 to £45 per user per month billed annually, with custom enterprise plans and a free trial. The operating company, DocSafe Limited, is based at Bedford I-Lab in Bedford, England. Integrations include Xero and Zoho CRM.
Best for
- Serves
- RIAs
Features
- Electronic signatures with audit trail
- Branded secure client portals
- Digital client onboarding
- KYC and AML identity checks
- Web forms and questionnaires
- Encrypted document storage
Pricing and deployment
- Pricing model
- Per seat
- Published pricing
- Business Pro £18/user/month; Accounting Pro £26/user/month; Deal Pro £45/user/month (billed annually, excl. VAT); Enterprise custom; free trial
- Deployment
- Cloud
Integrations
Integrations
- Xero
- Zoho CRM
Data feeds
- Yoti
Coverage from The Daily Network
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