Less can be more.
Digitally scale your firm with LockDocs.

How much time and money are you spending dealing with client paperwork?

Way too much.
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Wealth Management

Complete client forms in minutes.

Liberate financial advisors from the burdens of paperwork with our fully customizable solution, designed to automate the generation and completion of client documents.

Fund Management

Onboard investors in minutes.

Accelerate fundraising processes with our automated solution designed to ensure faster fund closures, while facilitating a seamless document completion experience for investors.

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Key Features

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Digitize any form

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Workflow automation

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Seamless integration with existing systems

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Dashboard & custom analytics

Reduced completion and review time

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Built-in compliance

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