Protecting Financial Data and Preventing Wire Fraud

Document GPS for Financial Services

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Protect Clients’ Financial Data

Wire Fraud Prevention

FINRA-compliant

Challenges in
Financial Services

Security of Financial Information

Handling immense
volumes of sensitive
client information

The constant threat
of wire fraud
incidents

Compromised
communications and
misdirected funds

Regulatory and
reputational risks from
data breaches

Document GPS:
A Comprehensive Solution

The financial services sector demands the highest level of security for financial information and must be vigilant against wire fraud threats. Document GPS empowers financial professionals and institutions to prevent wire fraud, protect sensitive financial data, and maintain confidentiality and integrity. Document GPS is a vital ally for financial services professionals and institutions in a sector where data security is paramount. 

Compliance-driven Platform Giving You Unprecedented Control

An entirely new way to share files back and forth with greater control than ever before. 

Two-Way Tokenization Protects You And Your Clients

Use the Secure Link within Document GPS so your clients can send you files securely. Combined with the immutable tracking log showing you a timestamped history of each time a file has been Viewed, Downloaded or Shared you greatly increase your fiduciary protections. 

Unlimited eSignatures Save Your Time And Money

With the Premium Tier you get unlimited e-Signatures built inside your email account. 

Software integrations

 

Key Benefits of Document GPS
for Financial Services

Guarding Sensitive
Financial Data

Document GPS ensures the security and privacy of financial information, shielding it from prying eyes.

Preventing Wire Fraud

Through robust security features, Document GPS ensures that wire fraud incidents are effectively thwarted, safeguarding clients and institutions from financial losses.

Finger Clicking

User-Friendly Tools

Document GPS provides intuitive and accessible tools designed for financial professionals, enabling streamlined data protection practices.

Pricing

Start a "Personal Standard"
Start a "Personal Premium"
Start a "Team Standard"
Start a "Team Premium"
Start a "Enterprise Standard"
Start a "Enterprise Premium"
Purchase a "Personal Standard"
Purchase a "Personal Premium"
Purchase a "Team Standard"
Purchase a "Team Premium"
Purchase a "Enterprise Standard"
Purchase a "Enterprise Premium"
Features
Personal
Standard
$4 /month / user $5 /month / user
Personal
Premium
$8 /month / user $10 /month / user
Contact Us
Team
Standard
$8 /month / user $8 /month / user
Team
Premium
$15 /month / user $15 /month / user
Enterprise
Standard
For 50 or more users
Contact Us
Enterprise
Premium
For 50 or more users
Contact Us

Some Features our Customers Love

Advanced Screenshot Block
Revoke files even after sending
Enterprise Control (Download & Share prevention)
Unlimited eSignatures
Document monitoring even after external sharing

Only Native Email Plugin to Tokenize, Control and Track your Attachments in One Click

Email Plugin: Cybersecurity in One Click
The New Paperclip for Attaching Documents
Turn Sharing (On/Off)
Turn Download (On/Off)
Revoke Access in One Click
Track Every Step
See 'Downstream' Recipients
End-to-End Encryption
Secure Link
Send Encrypted Email Messages
General Access (On/Off)
Unlimited Recipients

Document Control & Management Right Inside your Email

Originator Controls Document Throughout Lifecycle
Dynamic Envelopes Organizer
Controlled Collaboration

Screenshot Block

Watermarking
Recipient Consent
Blocked keystrokes

E-Signature & Digital Signature

eSign in your Email (Unlimited)
Digital Signature Certificate

Analytics

Gain Insight into your Direct & Indirect Recipients

Mobile App & Web Application

IOS, Android (with Added Privacy Feature)
Web Application

Team Management

Admin Panel
Admin User Management
Permission Management
Log Extract

Compliance

Compliance & Regulation
ISO27001 Certified
HIPAA Compliant
GDPR Compliant
FINRA Compliant
Strengthens organization's DORA compliance

Branding

Custom Branding
Co-branding
Co-branding /
Whitelabelling
Co-branding /
Whitelabelling

Language Supported

English, Japanese, Spanish (LatAm.)

File Type Supported

All File Types
File Size
150MB
150MB
150MB
150MB
150MB
150MB

File Storage

File Storage
20GB per user
20GB per user
20GB per user
20GB per user
Unlimited
Unlimited
File Size
$2 per 5GB
$2 per 5GB
$2 per 5GB
$2 per 5GB
Unlimited
Unlimited

Support

Support Level
Chat
Chat
Chat
Chat, Email
Chat, Email, Phone
Chat, Email, Phone
Priority Support
Priority Feature Access

Experience It
For Yourself

Discover the capabilities of Document GPS, a versatile solution designed to enhance data security and thwart fraudulent activities, transcending industry boundaries.