Secure, branded client portals for collaboration, onboarding, document collection and workflows. Designed for customers, advisors, borrowers and investors.
MStrategy Client transforms the customer onboarding journey from disjointed emails into an intuitive, branded digital experience backed by Box Intelligent Content Management.
Guide borrowers, investors, and clients through step-by-step document collection requirements with clear status indicators and automated reminders.
Automate document intake with AI-enabled matching and validation that verifies submitted files directly against requirements in real time.
Clients only view their designated files. Protect sensitive financial statements, KYC submissions, and contracts with granular access controls and watermarking.
When clients or advisors upload multiple documents at once, MStrategy's AI matches each file to the exact onboarding task and scores verification accuracy, saving hours of manual review.
Tailored experiences for every client interaction.
Client financial onboarding, quarterly reviews & tax package exchange
Loan document checklists, underwriting collection & approval sign-off
Subscription agreements, capital call documentation & K-1 distribution
Client deliverables, contract review, project milestones & approvals
Box manages your content. MStrategy connects your clients and advisors to it.
