The DXDocs platform supports a variety of FinTech and Regtech virtual data room applications including audit and regulatory compliance, risk oversight, CMBS and MBS securitization, M&A, and deal management.

DXDocs – VDR plus CRM plus customizable workflow collaboration platform

  • Simplify and automate processes in a secure and centralized platform
  • Create transparency and auditability
  • Enhance risk and regulatory compliance monitoring
  • Securely share documents

Key features and functionality of DXDocs

  • Easy setup
  • Drag-and-drop document publishing
  • Customizable workflow automation tools
  • Internal and external document and contact management
  • Integrated CRM
  • Synchronization with email and calendars
  • Task tracking and message routing
  • Advanced Digital Rights Management (DRM) document security

How DXDocs Works

DXDocs integrates secure document sharing with customer relationship management (CRM) and customizable workflow automation functionality, enabling employees and clients to be as productive online as they would be in person.

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