SyncOffice — Sync Your Office
For Financial Intermediaries & Advisory Firms

Document Management Software Built for Financial Intermediaries

Client KYC collected and held securely, renewals flagged before they lapse, sensitive actions reviewed before they happen, and a trail you can hand to a regulator — from one secure platform.

Where client records quietly become a liability

You hold other people's identity documents. Email and WhatsApp are not a system of record.

KYC collected over email and WhatsApp

Identity and address proofs arrive as attachments and forwards, then live wherever they landed.

Documents lapse without warning

A proof expires and nobody notices until a transaction is blocked or a review flags it.

Every branch and every agent sees everything

Without location and role-scoped access, client data travels far beyond the people who need it.

Sensitive changes made by one person alone

Bank details or client master data are edited with no second pair of eyes and no record of who approved it.

No trail when a regulator asks

Proving who accessed a client record, and when, means reconstructing it from memory and mailboxes.

Fees chased manually

Work is done, the invoice goes out late, and following up on what's outstanding is somebody's spreadsheet.

How SyncOffice holds your client records

One governed system for KYC, renewals, approvals and fees.

A client vault instead of an inbox

Every client gets a structured place for identity documents, agreements and correspondence — and client staff can upload what's required themselves, straight into the right folder.

Expiry set on the document itself

Put an expiry on a file so a lapsing proof surfaces as a date in the system rather than a surprise during a review.

Maker-checker on sensitive actions

Route changes through request → review → approve so a second person sees a sensitive edit before it takes effect, with the decision recorded.

Access scoped by branch and role

Control access at four levels — module, client, location and department — so a branch sees its own clients and nothing beyond them.

A trail you can hand over

Every access, change and share is captured in a tamper-evident audit log, so answering who did what, and when, takes a query rather than a reconstruction.

Fees raised from tracked work

Log the hours and disbursements behind an engagement, raise the invoice from that work, and send a client a reminder on what's outstanding in one click.

Why financial intermediaries choose SyncOffice

Client identity documents held in a governed vault, not a mailbox
File expiry and retention so renewals surface before they lapse
Maker-checker on sensitive actions, with the approval recorded
Branch, department and role-scoped access across every location
Tamper-evident audit log across every module
Free setup and training with every plan

Financial intermediaries — common questions

6 answered

Yes. Client staff can be given access to upload the documents you require directly into the right folder, so identity and address proofs arrive in the system rather than as email attachments.

An expiry can be set on a file itself, so a lapsing proof becomes a date the system holds rather than something a person has to remember. Retention policies are enforced the same way.

Yes. Access is governed at four levels — module, client, location and department — so each branch sees its own clients, and data does not travel further than the people who need it.

Maker-checker workflows route sensitive actions through request, review and approval, so a second person sees the change before it takes effect and the decision is recorded against it.

Every access, change and share is captured in a tamper-evident audit log across all modules, so who did what and when is a query rather than a reconstruction.

Book a demo and our team will set SyncOffice up for your firm, with free onboarding and training included in every plan.

Ready to hold client records in one governed place?

See how SyncOffice collects KYC, flags renewals before they lapse, and keeps a trail you can hand to a regulator. Free setup and training included.

Explore more: Product tour · Why not just a shared drive? · Pricing

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