Protecting Financial Data and Preventing Wire Fraud
Document GPS for Financial Services
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.

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.
User-Friendly Tools
Document GPS provides intuitive and accessible tools designed for financial professionals, enabling streamlined data protection practices.
Pricing
Standard
Standard
Premium
Some Features our Customers Love
Only Native Email Plugin to Tokenize, Control and Track your Attachments in One Click
Document Control & Management Right Inside your Email
Screenshot Block
E-Signature & Digital Signature
Analytics
Mobile App & Web Application
Team Management
Compliance
Branding
Whitelabelling
Whitelabelling
Language Supported
File Type Supported
File Storage
Support
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.