Docuwealth

DocuWealth is a secure document management platform designed for agents, staff, and clients to manage important records from one convenient place. The app provides a simple and organized way to upload, access, manage, and track documents while keeping each user’s data securely separated according to their account and access level. With DocuWealth, users can: • Securely sign in using their registered account • Access documents from anywhere • Upload and manage important documents • View document details and updates • Receive in-app and push notifications • Get reminders for important document expiry dates • Manage client records and related documents • Allow clients to access their own documents through a dedicated client portal • Receive alerts when new documents are added or updated • Manage staff access based on assigned permissions • Keep agent, staff, and client data separated securely • Update profile information and account details • Use email OTP based password recovery when access is lost For agents and staff, DocuWealth helps organize client documents and day-to-day document management activities in one system. For clients, the app provides secure access to their own documents, notifications, and account information without exposing documents belonging to other users. DocuWealth is built to make document management easier, more organized, and more accessible while maintaining secure account-based access.