Question: Can you recommend a secure document-sharing platform for managing financial transactions and closing deals?

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SS&C Intralinks

If you need a secure site to share documents for financial transactions and to finalize deals, SS&C Intralinks is a top contender. The site, geared for mergers and acquisitions, alternative investments and capital markets work, comes with features like ISO 27701 certification, AI-based redaction and a full deal lifecycle management system. With 6.6 million registered users and $35 trillion in annual transactions, Intralinks has a track record of handling high-profile deals.

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Datasite

Another strong contender is Datasite. This virtual data room is geared for M&A due diligence, fundraising, restructuring and other financial transactions. It's designed to be a secure collaboration site with project management tools, AI-based search and redaction, and security certifications like ISO 27001 and GDPR compliance. Datasite is geared for investment banks, corporate development, private equity and law firms, so it should be adaptable for a wide range of dealmaking.

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Docusign

For those who want to use intelligent agreement management, Docusign has a full suite of tools to extract data with AI, summarize contracts and sign them electronically. It automates the agreement process with features like Contract Lifecycle Management and Document Generation, making it good for any size business. Docusign can integrate with a broad range of other apps to link together and boost productivity.

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Box

Last, Box is a collaboration and content management site with more advanced security controls and threat detection. It's got secure collaboration, native e-signatures and automated workflow. Box has plans for businesses of all sizes and is certified for the most demanding industry requirements, so it's a good option for financial teams.

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