We Help
Financial Advisors
Onboard New Clients
Say goodbye to lost email attachments, endless back-and-forth, and frustrated clients.
DocPile helps you manage your clients' documents and information easily and securely
The result is and happier clients and a dramatic cost savings that can be used to cut costs or to scale and grow. It’s your choice.
Create Custom Onboarding Forms
With just a few clicks, create custom tailored forms allowing your clients to upload the information you need
Select which documents you want your client to upload
- Personal information
- Banking Statements
- Investment Statements
- Insurance Policies
- Employment Contracts
- Mortgage Contracts
- And More...
Seamless Client Experience
Make things easy for your clients and remove confusion and technical hurdles.
With DocPile, your clients can upload their information and documents hassle-free and will receive timely notifications if they're running behind.
- Easily upload documents
- Scheduled reminders
- Simplifies their experience
- No miscomunication
- No forgotten email attachments
- And More...
Easy and Secure Documents Portal
Browse, view, and search all your client documents letting you focus on what you do best, serving your clients
All your client documents neatly organized all in one place
- Easy organization
- Browse, search, view documents
- Notifications
- And More...
About the Team
The team behind DocPile has a proven record of building amazing products, make security a priority, and extremely Professional!
Meet Sean
Founder
Sean is a Software Engineer and Entrepreneur with a track record of building high quality software applications.
After working with financial advisors, insurance brokers, and mortgage lenders he realized there was a problem with the way documents were being shared and managed between them and their clients.
He started DocPile so anyone working with clients could easily and securely onboard new clients and manage their relationship long term.