Fund Administrators, accounting firms and corporate service providers
Revolutionary all-in-one platform
One single platform to automate, share, and store all your documents, securely communicate with your clients and elevate your processes to the next level.
The most advanced features available in the market for Fund Administrators, accounting firms, and corporate service providers.
Single platform for project coordination
- Manage your projects more efficiently than ever with automated workflows
Fewer emails and attachments
- Keep track of all emails and documents shared and received
- Quickly. Easily
Cutting-edge document automation tool
- Produce documents in just a few clicks
KPIs and metrics
- Set your own preferences and keep an eye on key performance indicators that matter to you
Checklist and step plan
- Create once, automate endlessly
Why automation matters for service providers
- Centralise Project Management
Coordinate client work, internal tasks, and team collaboration in one place with no more scattered spreadsheets or email chains
- Minimise Administrative Overload
Automate repetitive tasks like document drafting, reminders, and updates, so your team can focus on high-value work
- Eliminate Version Chaos
Store, track, and update documents in real-time with full audit trails and access control
- Boost Client Confidence
Deliver faster, more accurate results with consistent processes that scale across clients and jurisdictions
- Access Real-Time Metrics
Monitor progress, performance, and bottlenecks with dashboards that help you make smarter decisions, instantly
- Work Smarter, Not Harder
Use step-by-step checklists and automated workflows to reduce human error and meet deadlines with confidence
- Create Once, Automate at Scale
Generate complex structures and documentation in just a few clicks, then roll them out across multiple entities with ease
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.
Trusted by leading AIFMs and Management Companies
