LockDocs

We are delighted to unveil "LockDocs Presents" our new podcast channel dedicated to exploring relevant topics in the investment industry. We will bring you series of insightful conversations between LockDocs Co-Founder and CEO Anne Marie Stetler, CPA, CA and expert guests from the realm of financial services and beyond.

Subscribe now to get a front-row seat.

Find LockDocs Presents on

Spotify https://lnkd.in/erfxZmeE

Google https://lnkd.in/eBCaJ8_c

Apple https://lnkd.in/eAhR3KeT

LockDocs is a digital client data management tool that is changing the way fund and wealth managers manage their clients.

LockDocs offers a customizable solution that is designed to automate the onboarding process, private investments, and the entire client lifecycle management process. Our seamless digital client experience saves you time so that you can focus on adding value to clients rather than being bogged down by paperwork.

LockDocs is making the future formless!!

Here is a sneak peak into what LockDocs offers https://lockdocs.hubs.vidyard.com/watch/9ma2bbfATXJFLXNhfVqP4G

LockDocs: Platform Demo Video A walkthrough of the LockDocs platform and some of our key features. Check us out on LinkedIn (linkedin.com/company/lockdocs) or click the logo in the top-left corner of your screen to visit our website (lockdocs.com) for more.

Introducing "Tech Terms Explained", a series where we help to demystify complex tech concepts you might encounter in the investment realm. Today’s entry will be a familiar one - you almost certainly have data stored in the cloud right now. But what does that really mean?

Which aspect of investor onboarding do you find most time-consuming?

Like for A) Manual data entry and paperwork
Love for B) Verifying compliance requirements
Haha for C) Collecting client information
Wow D) Integrating data across systems

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