Wealth Managers
High-touch onboarding with high-trust security.
Gather portfolio documents, source of wealth evidence, and KYC data in a client-friendly vault.
Wealth management clients expect a premium experience and strong security. Docustody delivers both with a branded client portal, guided requests, and automatic deletion.
Your team gains a clear view of what is outstanding, while clients see full transparency on who accessed their documents and when they expire.
Compliance focus
- • FCA requirements supported
- • GDPR requirements supported
- • AML requirements supported
Document types covered
- • KYC documents
- • Source of wealth evidence
- • Portfolio statements
- • Trust documentation
- • Investment policy statements
- • Signed client agreements
Pain points we solve
Less chasing, more confidence.
Docustody fixes the gaps that slow teams down and create compliance risk.
Use cases
Workflows tailored for Wealth Managers
Private client onboarding
Provide a branded intake flow that feels premium while capturing all compliance documents.
Annual portfolio reviews
Collect updated statements and suitability data without over-retaining older files.
Risk assessments
Gather and store evidence for AML reviews with a precise deletion schedule.
Proof points
- • Client transparency dashboard strengthens trust with high-value clients.
- • Deletion certificates prove data minimisation after reviews.
- • Detailed audit logs support compliance teams.
“Docustody helps us deliver a premium onboarding experience without compromising compliance.”
Sophie Williams · Head of Client Services
Resources
Checklists and guides for Wealth Managers
Use these resources to educate clients and keep every request consistent.
FAQs
Frequently asked questions
Can we brand the client portal?
Yes. Apply your logo, colors, and tone so the portal feels like part of your firm.
Is Docustody suitable for multi-adviser teams?
Role-based access lets advisers, assistants, and compliance teams collaborate securely.
Ready for secure document collection?
Launch a wealth managers vault in minutes and keep documents only as long as necessary.