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INVESTMENT FIRMS • PRIVATE EQUITY FIRMS • ASSET MANAGERS • MANAGEMENT COMPANIES • FAMILY OFFICES • PRIVATE BANKS... 

The global platform for all companies of the financial sector

A secure platform that enables seamless communication across your teams and with your service providers, ensuring more efficient project tracking than ever before.

The intuitive platform that brings your teams and external stakeholders together

Streamline your processes with automated workflows.

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From due diligence questionnaires to M&A transactions, bring your teams and external stakeholders together on your customized platform.

One single platform for project management 

Reach the highest level of efficiency, with simplicity. ​

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Generate all your documents instantly and easily, without technical knowledge required. 

No-code document automation tool

Everything in one place.

 

Board portal, secure document library, entities management... Gather and manage all your activities with ease, and set individual, personalized access rights.

Your new one-stop shop

Automation-driven efficiency: a smarter way to work.

Increase your team's productivity and overall efficiency, strengthen governance and elevate your processes with a group-wide perspective 

  • Generate documents automatically

  • Streamline processes with automated workflows

  • Manage your group entities seamlessly

  • Store and share confidential documents securely

  • Enhance board operations

You want to understand how the docify platform can create value for your operations?
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Book a demo now and our team will get back to you shortly. 

You are just one click away from taking the best decision for your firm.

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