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articles & commentary from MyDocSafe

Back office technology update for Financial Advisers & Paraplanners - IFA Review for MyDocSafe
Aug 7, 2019
As a trainee IFA, I was given the task of focusing on GDPR and MIFID2. I set about reviewing from a number of various online e-signature portal offering secure methods of that would be suitable for us as a business to communicate effectively and efficiently with our clients. more...

Technology news for Financial Advisers and Paraplanners - MyDocSafe: Your front-office software suite
Jun 24, 2019
MyDocSafe is a leading provider of trusted e-signature, on boarding and client portal solutions for the professional and financial service firm market more...

Better Business for Financial Advisers and Paraplanners - MyDocSafe: What is end-to-end encryption?
May 10, 2019
Although we do not expect our clients to know much about encryption, anyone dealing with numbers and technology is expected to have a rough idea about general terminology even if just to shine during a dinner conversation. more...

Technology whitepaper for Financial Advisers and Paraplanners - Communicating with clients using end-to-end encryption white paper
Apr 10, 2019
This MyDocSafe paper explains why encryption of client communication is the new standard for professional services firms and how those firms can use that technology to minimise reputational, compliance and cyber risks related to personal data breaches and identity theft. more...

Technology news for Financial Advisers & Paraplanners - Panacea is delighted to introduce MyDocSafe
Apr 1, 2019
MyDocSafe is a UK-based provider of a sophisticated portal platform, ideal for IFAs. From electronic signatures, client onboarding, through secure document sharing, form filling, and even chat, MyDocSafe helps automate and secure critical document exchange and approval processes and help IFAs comply with GDPR. more...

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Panacea Adviser is a unique and free resource that supports advisers, mortgage brokers and paraplanners in running their businesses more efficiently, facilitates contact with financial services product providers, investment firms and support services, plus helps improve their service to clients. Read More about us >

"I have seen the site grow impressively, adding more and more functions and becoming a destination point for the IFA community"

Money Marketing.
"How many struggling IFAs would have quietly accepted defeat if it hadn’t been for the redoubtable Derek Bradley and his faithful crew. "

IFA Magazine.
"We have long-been impressed with the scope of Panacea Adviser and believe they are an ideal platform to offer advisers our market insight and direct access to both our funds and fund managers' views."

Aberdeen Asset Management.
"Derek, as CEO of Panacea has been a voice of reason, clearly articulating industry concerns that might otherwise have gone without notice or representation."

Simon Mansell, Temple Bar IFA.
"Panacea understands the advisory profession. Their community has grown because advisers and paraplanners see the benefits it adds and believe that their voice is being heard."

Aegon.