Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
Target firm size
- Mid-Size
- Small
Product Description
Product Positioning
Document management system organizing and securing client files for financial and professional firms.
Description
Worldox, now a NetDocuments company, provides document management that helps financial and professional firms organize, search, and secure client files with profiling, version control, and integrations.
APIs and Security
Security checks
None
Public APIs
No
