Does SendMeSafe meet MiFID II record-keeping requirements?

SendMeSafe provides a complete, tamper-proof audit trail that logs every document upload, download and access with timestamps. This supports your MiFID II documentation obligations for client interactions and document exchanges.

Do my clients need to install software or create an account?

No, your clients do not need an account or any software. They simply open the upload link in their browser and upload their documents — it works on any device including smartphones and tablets.

How secure is the transfer of financial documents?

All documents are encrypted via TLS 1.3 during transit and stored with AES-256 encryption on EU servers. This meets the security standards required for handling sensitive financial data.

Can I share investment proposals securely with clients?

Yes, with share links you can send financial plans, portfolio reviews and proposals encrypted to clients. You control access with password protection, expiry dates and download limits.

Is a Data Processing Agreement available for financial firms?

Yes, a DPA under Art. 28 GDPR is available for all financial advisory firms. It governs the GDPR-compliant processing of your clients' personal and financial data.

Secure document exchange for financial advisors

Bank statements, portfolio reports and asset declarations contain your clients' most sensitive data. With SendMeSafe, financial advisors receive and share confidential documents encrypted and GDPR-compliant — no more unprotected email attachments.

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EU hosting

GDPR compliant

AES-256 encrypted

Challenges in financial advisory

Sensitive financial data sent via email

Bank statements, tax assessments and portfolio reports containing highly confidential financial information are routinely sent via unencrypted email — a serious compliance risk.

MiFID II documentation requirements

Financial regulations demand complete documentation of client interactions and document exchanges. Without a proper audit trail, you risk regulatory penalties.

Scattered client documents

Client financial documents arrive via email, post, and messaging apps. Without centralized intake, critical documents are easily lost or overlooked.

Time lost chasing documents

Repeatedly requesting missing statements, declarations and tax documents from clients consumes hours that should be spent on actual advisory work.

How SendMeSafe solves your challenges

SendMeSafe gives financial advisors a secure, compliant channel for all client document exchange — built for the regulatory demands of the financial industry.

Secure upload links per client

Create individual upload links for each client. Password protection, expiry dates and file size limits give you full control over document intake.

Encrypted document sharing

Share portfolio reviews, investment proposals and financial plans with clients via password-protected share links with download limits and expiry dates.

Complete audit trail

Every upload, download and access is logged with timestamps. Meet MiFID II and GDPR documentation requirements effortlessly.

Client management dashboard

All clients and their documents at a glance. Track document status and see which financial records are still outstanding.

How it works

Create upload link

Generate a personalized upload link for your client in seconds — with optional password protection and automatic expiry date.

Client uploads documents

Your client opens the link in any browser and uploads bank statements, tax assessments or portfolio documents directly — no registration needed.

Receive instant notification

You are notified immediately via email or desktop notification when new financial documents arrive from your client.

Process and share securely

Download documents for review or share financial plans encrypted with clients. Every action is documented in the audit trail.

Common documents in financial advisory

Bank statements

Portfolio reports

Tax assessments

Asset declarations

Investment proposals

Insurance policies

Pension statements

Income verification

Compliance & Security

GDPR compliant with EU server location

MiFID II documentation support via audit trail

AES-256 encryption at rest

TLS 1.3 encryption in transit

Complete, tamper-proof audit trail

Data Processing Agreement (DPA) available

Frequently asked questions

Ready for secure document exchange?

Try SendMeSafe free for 14 days and see how easy compliant document exchange can be for your financial practice.

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