Your front-office software suite
E-signature for every workflow
Secure electronic forms
AML/ KYC checks
Automated client on-boarding.
Secure document management.
Extra security features.
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...
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...
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...
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...
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...