DocEx for Financial Services

DocEx can help you improve stakeholder communications through secure financial services. We provide technology and expertise to help companies create, manage and deliver accurate and timely financial communications.

Maintain document control without opening your internal security:

  • Rapidly share documents without having long internal IT security authorizations.
  • Avoid thumb drives and un-secure, unaudited platforms like Dropbox or Box.
  • Manage versions and updates, knowing everyone is using the right document.
  • Expire and rescind document access based upon business processes.

Apply the flexibility and power of DocEx to your business processes:

  • Case Asset Divestiture & Acquisition
  • General Compliance
  • Financial Audit
  • Regulatory Audit
  • Regulatory Filings, Discovery, Response
  • Financial Asset Management
  • Investor & Board Communications
  • Wealth Management Communications
  • Debt Private Placements
  • Portfolio Loan Sales
  • Commercial Lending
  • Initial Public Offerings
  • Bankruptcy & Restructuring


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