Online filing cabinets for your clients.

Give every client a filing cabinet with your branding. Documentd automatically files statements, suitability reports and tax documents for them. Give clients an organised financial record and reduce the work of finding and resending past documents.

Important wealth records

Start with the documents clients need to keep.

Clients may need to revisit advice, check a past position or find a tax document long after it was issued. File each completed report and statement for them, so they have a record of what they received at the time.

Portfolio statements
Suitability reports
Investment reports
Tax documents
Executed agreements
Costs and charges reports
Other important client records

Your clients should have their own copies, in an account they control.

An organised home for wealth records

Give clients an organised record of advice and investments.

Reports and statements can accumulate across years of correspondence. Filing them by relationship, document type or year makes it easier for clients to find a particular record when reviewing their affairs or preparing information for an adviser.

Documentd automatically files these documents in each client’s own cabinet, organised and ready to find. Your branding and dedicated web address give clients a familiar place to return to for the records you send.

A branded service, independent access

Your branding. Your clients’ own records.

Give clients a branded filing cabinet with a simpler, lower-cost service than a document portal. Start with web send, then add copy-in once your company is set up, without a portal development project. Your branding makes the source of their documents clear; their copies remain under their control.

Your cabinet sits within the client’s own Keepd account. Keepd is free and works with any email address, bringing together their cabinets from different businesses and documents they file themselves. From your cabinet, they can navigate to the rest of their account.

Their copies remain available after moving investments or changing adviser.

Your branding gives clients a familiar place to return to. Their ownership means access to their copies does not depend on your systems.

Documentd Business Case 06 · Private Wealth

Less administration and fewer resends

Spend less time assembling past documents.

A request for last year’s statements or a historic advice report can become a task for the client service team. Giving clients their own filed copies can reduce these searches and make routine reporting less dependent on printed packs.

Fewer requests for past reports and tax documents
Less time locating and resending client records
Less printing, handling and postage
Client access that continues when an advisory relationship ends

Assess the benefit using your own document volumes, support workload and postage costs, alongside Documentd’s charges.

A simple start for your team

Start with one regular reporting cycle.

Try web send with a sample report sent to yourself. Then choose a recurring process, such as quarterly statements, and agree folders that make the reporting period easy to identify.

Once your company is set up, send from the website or copy filing@documentd.com into your normal email. Copy-in files the attachments in each recipient’s cabinet; your ordinary email and attachments still go to the recipients as usual.

Email integration and the API are available for more involved workflows when you need them.

Try web send →How copy-in works →

Supporting regulatory information

Documentd is a Durable Medium

A Durable Medium allows personally addressed information to be retained for future reference and reproduced unchanged. Documentd provides this electronically, meeting the characteristics set out in the FCA definition. The copy protections described here apply to documents filed through Documentd, rather than files uploaded directly in Keepd.

Personally addressed

The document is delivered directly to the individual client.

Accessible later

The client retains long-term access independently of the wealth manager's portal.

Reproduced unchanged

The sender cannot alter the settled copy filed through Documentd.

Documentd in practice and Consumer Duty

Documentd in practice

The client owns their copy
The sender cannot alter the settled copy filed through Documentd
The sender cannot delete the settled copy filed through Documentd
Access survives the commercial relationship
The original document can be downloaded again
Evidence of what was delivered and when is retained

It also supports Consumer Duty outcomes

The FCA requires firms to consider whether their communication channel supports effective decision-making and gives customers an appropriate opportunity to review information. Documentd gives important financial documents a persistent, organised place where clients can review and retrieve them.

Give the client their own permanent copy, rather than making long-term access depend on the wealth manager's systems.

Further detail: documentd.com/business-cases/private-wealth

The business case

Less document administration. A financial record clients control.

Your branding

A familiar cabinet and dedicated web address for your clients.

Automatic filing

Your clients’ copies arrive organised and ready to find.

Client control

Your clients keep their own copies in an account they control.

Your branding. Automatic filing. Records your clients can keep and find independently of your systems.

Documentd provides branded filing cabinets for your clients and automatically files the documents you send for them to own and keep.

documentd.com/try · documentd.com/pricing

Assess costs and savings against your own processes and Documentd plan.