Private Equity Firms – Asset management Firms – Family Offices – Private Banks ...
The unified platform powering financial companies worldwide.
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
One single platform for project management
- Streamline your processes with automated workflows
- From due diligence questionnaires to M&A transactions; bring your teams and external stakeholders together on your customised platform
No-code document automation tool
- Reach the highest level of efficiency, with simplicity
- Generate all your documents instantly and easily, without technical knowledge required
Your new one-stop shop
- Board portal, secure document library, and entity management, all consolidated for seamless oversight
- Easily manage your workflows and assign personalised access rights with confidence
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're only one click away from
unlocking your firm's full potential.
Discover how Docify can benefit your operations.
Book a demo – our team will get back to you shortly.
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