DocPortal

What DocPortal does

DocPortal, operated by My Wealth Cloud Limited and founded in 2011 by wealth management veteran David Alexander, is a UK-based secure document management and client communication platform purpose-built for financial advisers, wealth managers, and adjacent professional services firms. The platform combines AES-256 encrypted document sharing and storage, secure two-way messaging, integrated e-signatures via DocuSign, and MFA on a single AWS-hosted UK data residency stack (London region), with ISO 27001, UKAS, ICO, and GDPR accreditations underpinning its regulatory posture for FCA-regulated buyers. Its distinct differentiator is domain-specific functionality for wealth management: each client firm receives a branded iOS/Android mobile app, and end clients are given a private Digital Legacy Vault and a Digital Executor feature that doubles as an organic client acquisition channel for advisers. The product also addresses FCA Consumer Duty, GDPR, and MiFID II compliance through automated audit trails.

The company monetizes via a three-tier per-seat subscription (£30/user/month Premium, £55/user/month Premium Plus, custom Enterprise), supplemented by a one-time App Build Fee per deployment. Distribution is sales-led via the DocPortal website, phone-based inside sales, and channel presence on Salesforce AppExchange and Microsoft AppSource, with API access and a Workato iPaaS connector unlocking 8,500+ downstream integrations. Customer segments are primarily UK mid-market wealth management practices (with a notable footprint inside the St. James's Place partner network, including AAG, Tweed, Prospera, Cedars, Franklyn, and Trowlock), alongside a stated expansion intent into accounting, legal, and other regulated professional services. The company remains founder-led with 10 employees, no disclosed external funding, and no disclosed revenue.

Name

DocPortal

Legal name

My Wealth Cloud Limited

Website

https://docportal.co.uk

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

DocPortal (My Wealth Cloud Limited) provides a UK-hosted, ISO 27001-accredited secure document management and branded mobile app platform for wealth managers and professional services firms, featuring encrypted sharing, digital legacy vaults, and a Digital Executor tool that supports FCA Consumer Duty compliance.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Software Publishers (5132), Document Preparation Services (56141)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Image/Document Quality Assurance (QC), Redaction & Compliance Prep (BPAAAKAK)

Keywords

• Secure document sharing
• Wealth management software
• Client communication platform
• Digital legacy management
• Compliance document storage

Headquarters

HQ city

Beaconsfield

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Subscription Licensing (Premium): Premium Plan at £30 per user per month plus App Build Fee. Includes secure document sharing, unlimited client accounts, unlimited document storage, client digital legacy vault, DocuSign integration, Outlook integration, and dedicated customer support.
2. Subscription Licensing (Premium Plus): Premium Plus Plan at £55 per user per month plus App Build Fee. Includes all Premium features plus automated client acquisition tool, secure messaging, appointed customer success manager, and API access.
3. Enterprise Custom Pricing: Enterprise Plan with custom pricing based on specific development and security requirements. Includes all Premium Plus features plus bespoke integrations, project management, solutions architect, custom branding options, API access and support, and priority customer support.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

DocPortal is a secure digital document management and client communication platform built specifically for financial services firms, particularly wealth management companies. Each client firm receives its own company-branded mobile app through which advisors and clients can securely share encrypted documents, exchange messages, and store personal information in a private client digital legacy vault. The platform uniquely includes a Digital Executor function that lets clients appoint executors for their estate, driving organic client acquisition for advisers through referrals.

Product overview

DocPortal is a single unified digital document management platform for financial services firms, consisting of the core DocPortal Platform with three pricing tiers (Premium, Premium Plus, Enterprise). The core platform includes branded mobile apps, secure document sharing, client digital legacy vaults, and the Digital Executor feature. The Premium (£30/user/month) and Premium Plus (£55/user/month) tiers add secure messaging, API access, and automated client acquisition tools. The Enterprise tier offers bespoke integrations and custom development.

Differentiator

Problem solved

Functional benefit

Products and services

• DocPortal Platform A secure SaaS document management and client communication platform designed for financial services firms, especially wealth management companies. Provides company-branded mobile apps, AES-256 encrypted document sharing, secure messaging, MFA authentication, client digital legacy vaults, Digital Executor functionality, and integrations with Salesforce, Outlook, DocuSign, and Workato. Hosted on AWS London for UK data sovereignty with ISO 27001 accreditation.

Quantifiable outcome

• A 5% increase in client retention can increase company profit by more than 25% in financial services
• +3 more outcomes

Named customers7 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability4 records

Feature13 records

Partnerships

Six partnerships are on record, tiered core, minor and major.

• AWS (Amazon Web Services)coreTechnology or IntegrationDocPortal is hosted on AWS infrastructure in the London region, providing enterprise-grade secure file storage, high performance, and UK data sovereignty compliance. This is a foundational technology partnership that supports all platform capabilities.
• SalesforcecoreTechnology or IntegrationIntegration allows advisers to create client accounts, securely share documents, and manage client data directly within Salesforce CRM, increasing efficiency and reducing errors. Available on Salesforce AppExchange.
• Microsoft OutlookcoreTechnology or IntegrationIntegration enables advisers to manage all client communications within DocPortal's secure platform, reducing risk of data breaches and improving client satisfaction.
• DocuSigncoreTechnology or IntegrationIntegration allows users to request digital signatures, ensure signed documents are stored against client records, and manage all client data in one compliant platform. Listed on Salesforce AppExchange.
• Microsoft AppSourceminorChannel Partner/ Reseller/ DistributorDocPortal is listed on Microsoft AppSource as an Office integration product (Outlook integration), expanding visibility to Microsoft ecosystem customers.
• St. James's PlacemajorGTM or Marketing PartnerMultiple SJP Partners (AAG WM, Tweed WM, Prospera WM, Cedars WM) use DocPortal as their recommended platform. DocPortal was highlighted as being on the horizon for SJP advisers, creating significant market reach through the SJP partner network.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Advicefront: UK financial planning software that includes client portals and secure document exchange for advisers. Comparable to DocPortal as a UK-focused advice-tech solution targeting the same mid-market wealth management firms with client communication and document features.
• WealthOS: UK wealth management platform offering digital client portals, document management, and workflow tools for wealth managers and advisers. Comparable to DocPortal because it targets the same UK advice market with branded client experiences, secure document sharing, and compliance-enablement features.
• Practifi: CRM and client engagement platform purpose-built for financial advisers, with secure document sharing, compliance workflows, and a client portal. Comparable to DocPortal because it sells into the same wealth-advice buyer with a similar combination of CRM, document, and compliance functionality.
• Intelligent Office (Apex Group): UK-based provider of virtual office, back-office, and document management services specifically designed for independent financial advisers and wealth managers. Directly comparable because it serves the same IFA customer base with secure client document portals, regulatory support, and back-office workflows that compete head-to-head with DocPortal's proposition.

Broad incumbents

• Box: Cloud content management and collaboration platform used by enterprises including financial services firms. Comparable to DocPortal because it provides secure document storage, sharing, and workflow capabilities that overlap with DocPortal's core document-sharing features.
• NetDocuments: Cloud-native document management platform for legal, financial, and professional services with strong security and compliance features. Comparable to DocPortal because it competes for the secure document and collaboration layer inside UK wealth and professional services firms.
• iManage: Enterprise document and email management platform widely used by professional services firms including financial advisers, legal, and accounting. Comparable to DocPortal as a secure document management incumbent that competes for the same secure-document share-of-wallet in regulated advisory firms.
• GBST Composer: Wealth management administration and client servicing platform used by UK and Australian wealth managers. Comparable to DocPortal because it operates in the same UK wealth-management technology stack with client servicing, document, and compliance functionality for advised firms.
• Salesforce Financial Services Cloud: Salesforce's vertical CRM for wealth and insurance, offering client portals, document management, and compliance workflows at scale. Comparable to DocPortal because it is the dominant CRM that DocPortal integrates with and competes against for the same document-and-client-engagement budget inside wealth firms.

Emerging players

• M-Files: Intelligent information management platform with metadata-driven document management, compliance, and workflow automation. Comparable to DocPortal as an alternative secure-document platform targeting compliance-driven mid-market firms, including those in financial services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/docportal-app

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about DocPortal