RDocs is a comprehensive document security and management solution designed specifically for wealth managers. Whether it’s client reports, investment data, or sensitive financial documents, RDocs ensures that your critical information is secure, compliant, and fully within your control.

RDocs empowers you to protect, control, track, or kill access to documents in-the-ether, even after sending. This advanced level of document management provides unparalleled peace of mind, knowing you can remotely revoke access to misdirected or compromised files. Seamless integration with your existing workflows means you can safeguard sensitive data without disrupting daily operations.

Why We Are Unique
RDocs is the only document security platform that gives wealth managers the power to control documents remotely, even after they’ve been sent. With features like Remote Document Control, real-time tracking, and document expiration, RDocs offers a level of security unmatched in the industry. Built on over 20 years of leadership in document security, RDocs is flexible enough to meet the needs of wealth management firms of all sizes and regions, all while ensuring compliance with regulations such as GDPR and eIDAS.

Why Wealth Managers Choose RDocs
Wealth managers choose RDocs to handle their most sensitive documents because it offers full control over critical information. Whether you need to track who’s accessed a document, revoke access, or kill access remotely, RDocs makes it simple.

RDocs provides peace of mind with robust security, ensuring client data remains protected throughout its lifecycle, no matter where it goes.