Save time and money with DOX. Upload your inventory of marketing documents, letters and advisor kits to DOX to efficiently manage the customization, kit building, and multi-channel fulfillment process online.
More than 350,000 financial advisors, wholesalers, and marketers use DOX.
Make an impact with personalization
Increase advisor and wholesaler engagement by creating and delivering personalized marketing documents and kits.
Personalize collateral, invitations, presentations, pitch books and other documents with advisor contact information, logos and images.
Flexible customization capabilities give you full control over which documents to include, what order they appear in, and how much to personalize.
Upload custom content such as sales presentations in print-ready PDF and select from a pre-defined list of print and finishing options.
Lower costs by 30-40%
Manage the entire marketing fulfillment process online from a single platform.
Eliminate the need for manual fulfillment and the high cost of offset printing. Free up internal staff to focus on higher value work.
Print only what you need, when you need it. Choose from e-delivery or print on-demand. InvestorCOM makes it fast, easy and affordable.
Works everywhere. Customize anything.
DOX is a multi-tenant cloud platform that offers modules that can be configured to meet your unique requirements.
The client-branded interface and SSO authentication ensures high user adoption and seamless integration.
DOX includes a rich set of ordering features, a robust user profiling system, digital asset management functionality, and collateral customization capabilities. Workflow includes client-defined categories, Google-like free text searches and thumbnail-based browsing.
Access DOX anywhere from any device.
Real-time reporting and online tracking
Robust reporting provides a clear view of inventory, order activity and cost center charges. Track order quantities and costs by department, role, and individual. A compliance audit trail confirms delivery of all order activity.
Standard reports include Backorders, Master Inventory, Obsolescence, Usage, Valuation and Customer Detail.
Custom reporting is available for virtually any requirement that is supported by system data. All reports are available online in real-time.
Log in to DOX to track the status of your order. When an order is completed, users receive online order confirmation with shipment notification and tracking information.
“DOX is a fully managed solution enabling our wholesalers to get out to clients with the right, most relevant materials. The most impactful thing to our marketing department is how DOX has streamlined how quickly we can get out to clients.”
Patrick Crawford
Director, Production of Mackenzie Investments
Equitable Life and IG Wealth Management Choose DOX
Both firms are using DOX to meet their sales enablement and marketing fulfillment requirements.
MacKenzie Investments Use DOX
MacKenzie Investments uses DOX to easily and cost-effectively create custom Advisor Sales Kits.
DOX Delivers Wholesaler Team Efficiencies
DOX enables Sales teams to focus on Advisor Engagement rather than fulfillment activities.