DocPortal is a document management & communication platform created to address the specific needs of wealth managers and their clients. DocPortal develops a business’s own branded mobile app through which their clients can securely communicate and safely share sensitive information. Uniquely, thier clients have their own private vault to save their most important information & memorabilia, building a digital legacy for future generations. 

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HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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