articles & commentary from MyDocSafe

MyDocSafe

Back office technology update for Financial Advisers & Paraplanners - IFA Review for MyDocSafe

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

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?

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

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

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...