Document Collaboration
Secure document collaboration for financial services
Share, review, and sign documents securely – all in real-time.
Real-time Document Collaboration
Enable advisors and clients to work together on documents, without the need for downloads or email exchanges.
Co-browse and annotate
Highlight, comment, and mark up documents in the moment to ensure clarity. Secure collaboration tools you can trust.
Multi-format support
Collaborate on PDFs, Word, Excel, and other commonly used file types.
Side-by-side engagement
Discuss contracts, agreements, or reports in real-time, replicating an in-person experience, without sacrificing security controls.
Secure and seamless file exchange
Simplify how documents are shared and managed while maintaining security and compliance.
Secure document sharing
Upload, send, and receive documents in a fully protected environment. Perfect for sensitive communications that require a lot of file sharing.
Centralized access
Keep all shared files within the conversation thread for easy reference. This aids in task management, document security, and more.
Manage the source of truth
Select and share documents while maintaining a single, authoritative version within a centralized repository such as your ECM, CRM, or other integrated document management systems.
Integrated digital signatures
Close deals faster with in-built e-signature capabilities.
Side-by-side signing
Advisors and clients can complete signatures together, ensuring a smooth process that follows robust security features.
Authenticated and compliant
Clients sign documents after logging into their online portal, ensuring authentication is captured for greater compliance. It’s secure collaboration software you can trust.
Seamless integration
Use Unblu’s built-in signing tool or integrate with your preferred e-signature provider for secure signatures even on sensitive documents.
Security and compliance at the core
Protect sensitive client data while ensuring regulatory adherence during digital collaboration.
End-to-end encryption
Keep documents and communications secure at every stage. A single platform to guarantee a high level of security.
Access and permissions control
Define user roles to restrict file access and editing rights. Enjoy a fine balance of team collaboration tools and robust access controls.
Audit-ready tracking
Maintain compliance with visibility into document interactions. Individual files and activity logs can be easily located.
