SIMPLE
SETUP

SMART
FORMS

WORKFLOW
MANAGEMENT

COLLABORATION
TOOLS

ONGOING
COMPLIANCE

BESPOKE
FEATURES

YOU ARE
HERE

Benefits for investors

DESIGNED FOR INDIVIDUALS AND INSTITUTIONS

Delivering a superior client experience

COLLABORATION TOOLS

WITH CUSTOMIZABLE PERMISSIONS

We offer fully customizable permissions for control ​over team access to documents and data

AUTOFILL

AUTOMATED FORM FILLING

Our autofill feature populates a form with the click ​of a button, entering any data you've provided ​before into the corresponding fields

CREATE MULTIPLE PROFILES

House LockDocs received by multiple organizations ​or sub-organizations under a single login, and ​switch between them with a single click

ACCESS MANAGEMENT FOR PROFILES

Control which profiles your team members have ​access to with our access management tool

FIND MISSING FIELDS

A "missing fields" locator feature easily flags any ​incomplete fields in a form to save you time

PREPOPULATED FORMS

Receive forms from your investment providers with ​all previously provided data pre-populated - for ​even more time savings