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M-Files for Financial Services from M-Files

Metadata-driven document management system that organizes banking documents by what they are, not where they're stored. Features include automated workflows, version control, compliance tools, audit trails, and integration with banking systems through APIs.

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Product analysis by function

Document Management for Operations

Solutions for capturing, storing, managing, and retrieving banking documents and records.
More Document Management More Operations ...

Document Capture
(9 Yes /9 Known /11 Possible features)

Document Storage & Archiving
(8 Yes /8 Known /10 Possible features)

Search & Retrieval
(7 Yes /7 Known /9 Possible features)

Workflow & Automation
(9 Yes /9 Known /9 Possible features)

Collaboration & Sharing
(5 Yes /5 Known /8 Possible features)

Security & Compliance
(8 Yes /8 Known /9 Possible features)

Integration & Interoperability
(7 Yes /7 Known /8 Possible features)

Usability & User Experience
(8 Yes /8 Known /9 Possible features)

Reporting & Analytics
(9 Yes /9 Known /9 Possible features)

E-Signature & Authorization
(8 Yes /8 Known /9 Possible features)

Document Management Systems for Fund Operations

Platforms for storing, organizing, retrieving, and managing electronic documents related to fund operations, including statements, confirmations, legal documentation, and other records.
More Document Management Systems More Fund Operations ...

Document Storage and Organization
(12 Yes /12 Known /14 Possible features)

Document Access and Security
(11 Yes /12 Known /14 Possible features)

Search and Retrieval
(11 Yes /11 Known /13 Possible features)

Workflow Automation and Collaboration
(11 Yes /11 Known /13 Possible features)

Integration and Interoperability
(10 Yes /10 Known /12 Possible features)

Compliance and Regulatory Features
(12 Yes /12 Known /12 Possible features)

Performance and Scalability
(4 Yes /4 Known /10 Possible features)

User Experience and Interface
(10 Yes /10 Known /11 Possible features)

Reporting and Analytics
(10 Yes /10 Known /10 Possible features)

Backup, Recovery, and Business Continuity
(6 Yes /6 Known /10 Possible features)

Mobile and Remote Access
(9 Yes /9 Known /10 Possible features)

Document Management Systems for Member Administration

Solutions for digitizing, storing, and retrieving pension-related documents such as enrollment forms, beneficiary designations, and compliance certifications, often including workflow automation for document processing.
More Document Management Systems More Member Administration ...

Document Capture and Processing
(9 Yes /9 Known /12 Possible features)

Document Storage and Management
(12 Yes /12 Known /13 Possible features)

Member-Centric Document Management
(8 Yes /8 Known /11 Possible features)

Search and Retrieval
(8 Yes /8 Known /12 Possible features)

Workflow and Automation
(12 Yes /12 Known /13 Possible features)

Compliance and Security
(13 Yes /13 Known /14 Possible features)

Integration Capabilities
(9 Yes /9 Known /13 Possible features)

User Experience
(11 Yes /11 Known /13 Possible features)

Reporting and Analytics
(12 Yes /12 Known /13 Possible features)

Scalability and Performance
(8 Yes /8 Known /13 Possible features)

Document Management Systems for Operations and Finance

Secure repositories for legal agreements, investment documents, compliance records, and firm governance materials.
More Document Management Systems More Operations and Finance ...

Security and Compliance
(10 Yes /10 Known /10 Possible features)

Document Storage and Organization
(9 Yes /9 Known /11 Possible features)

Collaboration and Workflow
(10 Yes /10 Known /10 Possible features)

Integration Capabilities
(10 Yes /10 Known /10 Possible features)

Audit and Reporting
(8 Yes /8 Known /10 Possible features)

User Experience and Accessibility
(9 Yes /9 Known /10 Possible features)

Document Lifecycle and Governance
(10 Yes /10 Known /10 Possible features)

Performance and Reliability
(4 Yes /4 Known /10 Possible features)

Cost and Licensing
(9 Yes /9 Known /10 Possible features)

Customer Support and Vendor Stability
(10 Yes /10 Known /10 Possible features)

Customization and Extensibility
(9 Yes /9 Known /10 Possible features)

Document Management Systems for Client Services

Solutions for securely storing, retrieving, and managing client documents, contracts, and account paperwork with appropriate access controls.
More Document Management Systems More Client Services ...

Security & Access Control
(12 Yes /12 Known /13 Possible features)

Document Storage & Organization
(13 Yes /13 Known /13 Possible features)

Compliance & Audit
(10 Yes /10 Known /12 Possible features)

User Experience & Accessibility
(10 Yes /10 Known /11 Possible features)

Collaboration & Workflow
(10 Yes /10 Known /10 Possible features)

Integration & API
(10 Yes /10 Known /10 Possible features)

Performance & Reliability
(7 Yes /7 Known /9 Possible features)

Client Communication & Portal
(8 Yes /8 Known /9 Possible features)

Reporting & Analytics
(9 Yes /9 Known /9 Possible features)

Client Onboarding & Account Management
(10 Yes /10 Known /10 Possible features)

Maintenance & Support
(9 Yes /9 Known /10 Possible features)

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Multi-Channel Input Ability to import documents from various sources (scanners, email, mobile, direct upload, etc.)		M-Files supports document import from scanners, email, mobile, and direct upload as described on their website.
Batch Scanning Enables scanning and processing of multiple documents simultaneously.		Automated workflows and high-volume document intake imply batch processing capabilities.
Optical Character Recognition (OCR) Automatically extracts text from scanned images or PDF files.		Optical Character Recognition (OCR) is supported according to M-Files documentation.
Barcode Recognition Reads and interprets barcodes to auto-populate metadata fields.		Barcoding features are offered as metadata automation for document identification.
Automated Document Classification Ability to identify and sort documents by type or category automatically.		Automated classification is a core metadata function in M-Files.
Mobile Capture Support Supports capturing and submitting documents via mobile devices.		Mobile capture and upload is supported through M-Files mobile apps.
Document Import Speed The speed at which documents are ingested into the system.		No information available
File Format Compatibility The number of different file formats supported for import (PDF, DOCX, JPEG, etc.).		No information available
Auto-Rotation of Scanned Documents Detects and rotates wrongly oriented scanned documents automatically.		Auto-rotation of scanned documents mentioned within their intelligent capture features.
Blank Page Removal Automatically detects and removes blank pages during scanning.		Blank page removal is part of M-Files' image capture quality features.
Automatic Quality Enhancement Improves scan quality (brightness, contrast, de-skewing) automatically.		Automatic image enhancement (brightness, contrast, de-skew) is available in advanced capture modules.

Centralized Repository All documents are stored in a single, secure location.		Centralized repository for all content is a core M-Files design principle.
Document Versioning Tracks and stores previous versions of documents.		Document versioning is a standard feature in M-Files.
Retention Policy Management Configurable policies for document retention and automatic disposal.		Retention policies for documents are configurable in M-Files.
Data Encryption At Rest Stores documents in an encrypted format while static.		Encryption at rest is offered, suitable for regulated sectors like banking.
Data Encryption In Transit Encrypts documents as they are transferred within or outside the system.		Encryption in transit (TLS/SSL) is standard for M-Files Cloud and on-premises deployments.
Compression Efficiency The ability to reduce file size for storage optimization.		No information available
Disaster Recovery Support Integrated backup and restore functionalities.		Disaster recovery (backup and restore) is cited as a business-critical feature on M-Files site.
Geographic Redundancy Storage of documents in multiple physical locations.		M-Files operates both cloud and hybrid for geo-redundant storage.
Storage Capacity Maximum volume of documents/data that can be stored.		No information available
Long-Term Archiving Formats Support for non-proprietary, standard archiving formats (PDF/A, TIFF, etc.).		PDF/A for archiving and other standard formats are supported.

Full-Text Search Ability to search document content (not just metadata).		Full-text search across document content is a well-publicized feature of M-Files.
Advanced Filtering Multi-criteria searches using fields like date, author, type, etc.		Advanced filtering with multiple fields is supported in the M-Files interface.
Search Speed Time taken to return results for large repositories.		No information available
Image-Based Search Search based on included images or graphical marks.		M-Files offers image-based search with metadata tagging of images.
Saved Searches Ability to save complex search queries for reuse.		Saved searches can be created and reused.
Tagging Support Supports user-defined tagging for quick retrieval.		Tagging support with user-defined and system-defined tags is core to M-Files.
Search Result Export Ability to export search results as lists or documents.		Export of search results is supported (CSV, Excel, etc.).
Natural Language Query Support Allows searching using natural, conversational language.		No information available
Recent Searches History Tracks and allows easy retrieval of recent search queries.		Recent search and history tracking is a part of workflows and UI.

Custom Workflow Creation Allows design and implementation of custom document workflows.		Workflow designer allows custom workflows for documents.
Integration with Core Banking Systems Direct connectivity with key banking platforms for seamless flow.		Integration with core banking and ERP systems is provided via APIs and connectors.
Automated Notifications & Alerts Automatically notify users about required actions or deadlines.		Automated notifications and alerts are supported in workflows.
Approval Routing Facilitates review and approval chains for documents.		Approval routing is a documented feature for M-Files workflows.
Role-Based Task Assignment Automatic assignment of tasks based on user roles.		Role-based task assignment is supported through user/role configuration.
Process Bottleneck Reporting Identifies and reports on delays in document workflows.		Process bottleneck analytics and reporting are available.
SLAs for Document Handling Supports measurement and enforcement of processing time service levels.		Workflows can be linked to SLA metrics.
Audit Trail Automation Automatically records all workflow steps for compliance.		Audit trails are automated for compliance and best-practice recordkeeping.
Parallel Approval Flows Supports parallel routing for faster document turnaround.		Parallel approval flows supported in workflow engine.

Granular Permissioning Define visibility and actions at document/folder/user level.		Granular permissioning using roles, folders, and metadata.
Secure Internal Sharing Share documents securely within banking teams.		Secure internal sharing for team collaboration is supported.
Secure External Sharing Enable document sharing with clients, regulators, or external auditors securely.		Secure external sharing (with permissions and audit) is featured for clients and regulators.
Real-Time Co-Authoring Multiple users can simultaneously edit select document types.		No information available
Commenting and Annotations Ability to add comments or markups to documents.		Commenting and annotation are supported in document collaboration.
Expiration on Shared Links Links to documents automatically expire after a set period.		Expiration on shared links can be configured for security.
Activity Stream/Feed Tracks and displays document activities for easy collaboration.		No information available
Collaborator Count Limit Limit on the number of simultaneous collaborators.		No information available

Fine-Grained Access Controls Manage permissions for users, groups, or roles with detail.		Fine-grained access controls are at the core of M-Files security.
Data Masking Obscures sensitive information in documents when viewed by unauthorized users.		No information available
Audit Logging Comprehensive logs of all document access and actions for compliance review.		Comprehensive audit logging is a cited compliance feature.
Regulatory Compliance Certification Product has specific certification (GDPR, SOX, GLBA, etc.).		M-Files claims compliance with industry regulations (GDPR, SOX, GLBA, etc).
Multi-Factor Authentication Requires second-level verification for access.		Multi-factor authentication provided for enhanced security.
Watermarking Ability to automatically apply watermarks to sensitive documents.		Watermarking sensitive documents is supported.
Read-Only Document Distribution Restrict documents to view-only mode for specific users or workflows.		Read-only restriction for documents/roles is a supported security feature.
Intrusion Detection Detects and alerts on unauthorized access attempts.		Intrusion detection is implied by the compliance/security section for financial services.
End-to-End Encryption Ensures all document data is encrypted from capture to storage.		End-to-end encryption is part of M-Files Cloud and on-premises models.

API Availability Comprehensive APIs to access and manage documents programmatically.		RESTful APIs are advertised for programmatic document access and integration.
Pre-Built Connectors Standard integrations for popular banking, CRM, ERP, and analytics systems.		Pre-built connectors available for banking, CRM, and other systems.
Single Sign-On (SSO) Support for enterprise identity providers for seamless authentication.		Single Sign-On (SSO) is supported for enterprise identity providers.
Webhooks/Events Provides real-time notifications to external systems.		Webhooks and event notification integrations are available.
File Sync Support Integrates with enterprise file sync \| share platforms (e.g., OneDrive, Box, SharePoint).		M-Files integrates with OneDrive, Box, SharePoint and similar.
Custom Integration Toolkit Tools or SDKs for building custom connectors.		Custom integration toolkit and SDKs are available to partners and developers.
Data Import/Export Tools Bulk upload and export to/from other systems.		Data import/export tools are standard features, including bulk uploads and exports.
Integration Scalability The number of concurrent integrations supported.		No information available

Modern User Interface Clean, attractive, and responsive UI/UX design.		M-Files offers a modern, responsive web and mobile user interface.
Personalized Dashboards Custom dashboards show relevant document tasks and alerts.		Personalized dashboards can be configured for users.
Accessibility Features Complies with standards for users with disabilities (WCAG, screen reader support).		Accessibility features (like WCAG compliance, screen readers) highlighted in product documentation.
Language Localization Options Supports multiple languages for international banking teams.		Supports multiple languages for international deployments.
Mobile App Availability Dedicated mobile applications for both iOS and Android.		Mobile apps for both iOS and Android available.
Performance Speed Average page load or action time.		No information available
Onboarding & Training Tools Integrated tutorials, help center, and onboarding guides.		Onboarding and training tools available, including tutorials and help center.
Customizable Shortcuts Users can configure shortcuts for frequent tasks.		Customizable shortcuts and workflow automations are featured options.
Bulk Actions Support Ability to perform actions on multiple documents at once.		Bulk document actions (move, delete, update) can be performed.

Standard Reports Out-of-the-box reports on document volumes, workflow status, access logs, etc.		Standard out-of-the-box reports are featured.
Custom Report Builder Create tailor-made reports using selected metrics and filters.		Custom report builder for analytics and compliance reporting is supported.
Real-Time Dashboards Live visualization of key metrics and statuses.		Real-time dashboards are present in the interface.
Historical Trend Analysis Tracks trends in document and workflow activity over time.		Historical trend analysis can be performed using reporting and BI integration.
Export to XLS/PDF/CSV Ability to export reports in various standard formats.		Reports can be exported to XLS, PDF, CSV formats.
Scheduled Report Delivery Automatic report generation and delivery at scheduled intervals.		Scheduled report delivery by email or automated export is a supported feature.
KPI Tracking Ability to define and track key performance indicators.		KPI tracking possible through custom fields and dashboards.
Usage Analytics Insights on system usage, user activity, and access patterns.		Usage analytics and system usage stats are core to reporting.
Compliance Monitoring Reports/alerts for non-compliant document activities.		Compliance monitoring and alerting are emphasized for regulated industries.

Integrated E-Signature Natively supports digital signatures within document workflows.		Integrated e-signature available via native features and integrations.
Signature Compliance Complies with legal e-signature standards (eIDAS, ESIGN, UETA).		Signature compliance to legal standards (eIDAS, ESIGN, UETA) is supported.
Multi-Signatory Workflows Supports multi-party approvals with signatory sequencing.		Multi-signatory (multi-party) workflows are supported in e-signature flows.
Signature Expiry & Reminders Expiration dates and reminders for pending signatures.		Signature expiry and reminders are configurable.
Template Library Pre-built templates for frequently signed document types.		Pre-built template library for frequently-signed documents available.
Audit Trail for Signing Chronological record of signing actions.		Audit trail for signing actions is a compliance-focused feature within e-signature.
Biometric Signature Support Includes biometric (handwriting, fingerprint) signature capture.		Biometric signature support available via integration with third-party e-sign providers (not native).
Signer Authentication Methods Number of available authentication methods for signers.		No information available
Bulk Signing Support Ability to sign multiple documents in one action.		Bulk signing for documents is supported for authorized users.

Folder Hierarchies Ability to organize documents within nested folders and subfolders for logical grouping of records.		M-Files supports organizing documents within folder hierarchies and metadata-driven views, as described in documentation and marketing materials.
Tagging and Metadata Ability to assign tags and metadata (such as document type, date, and fund name) to enhance search and classification.		M-Files is metadata-driven, allowing assignment of tags and metadata to enhance search and classification.
Bulk Upload Upload multiple documents at once to improve efficiency.		Bulk upload is supported via drag-and-drop and multiple file selection in the M-Files user interface.
Version Control Track and manage multiple versions of a document with rollback and history features.		Version control is a core feature of M-Files, with rollback and history options clearly described in documentation.
Document Templates Pre-defined templates for frequently used document types.		Document templates are supported to streamline document creation (referenced in product overviews and financial services use cases).
OCR (Optical Character Recognition) Ability to extract text from scanned or imaged documents to enhance searchability.		Built-in OCR functionality is available to extract text from scanned documents for searchability.
Document Size Limit Maximum allowed size per uploaded document.		No information available
Overall Storage Capacity Total document storage capacity provided by the system.		No information available
Drag-and-Drop Upload User-friendly drag-and-drop interface for adding documents.		M-Files supports drag-and-drop document upload for user convenience.
Automatic File Naming Conventions Ability to standardize naming of documents during upload or save.		Automatic file naming conventions can be enforced using M-Files workflow and metadata rules.
Duplicate Detection Identification and warning about duplicate document uploads.		Duplicate detection is a documented feature in M-Files, helping to manage redundant uploads.
Document Retention Policies Enforce retention, archiving, and deletion rules based on policy and compliance.		Document retention policies for compliance can be set and enforced via M-Files' compliance tools.
Audit Log Track all actions performed on documents for compliance and monitoring.		M-Files includes a detailed audit log for compliance and monitoring.
Custom Taxonomy Support Support for building customized taxonomies according to fund needs.		M-Files supports custom metadata structures, enabling custom taxonomy support.

Role-Based Access Control Granular access permissions based on user roles.		Role-based access control is a central feature of the M-Files security model.
Single Sign-On (SSO) Integration Integration with enterprise SSO providers for authentication.		SSO integration is supported by M-Files with multiple enterprise providers such as Azure AD, SAML, and others.
Two-Factor Authentication (2FA) Support for two-factor authentication for user logins.		Two-factor authentication is supported via integration with identity providers and M-Files admin settings.
Document Encryption (At Rest) Encryption of documents stored within the system.		Encryption at rest is provided for documents in the M-Files vault (documentation and compliance datasheets).
Document Encryption (In Transit) Encryption using HTTPS/TLS during upload/download.		Encryption in transit (HTTPS/TLS) is explicitly stated as required/recommended in M-Files best practices.
Watermarking Ability to watermark sensitive documents to deter unwanted sharing.		Not as far as we are aware.* Watermarking is only supported by some M-Files integrations; it is not a core M-Files feature.
Expiry Links / Secure Sharing Time-bound and access-controlled sharing of document links.		Expiry links/secure sharing available, as documented for external user collaboration.
Access Logging Detailed tracking of which users accessed which documents and when.		Access logging is included in M-Files audit trails and activity monitoring.
Granular Permission Settings Set permissions for view, edit, or download at the document or folder level.		Granular permission settings down to document/folder level are a documented feature.
IP Restrictions Restrict access based on IP address ranges.		No information available
User Activity Monitoring Monitor user activities related to document access and downloads in real time.		M-Files supports user activity monitoring as part of its compliance and security features.
Remote Document Deletion Ability to remove access to documents remotely if needed (e.g., when permissions change).		Remote document deletion is supported through permission revocation and document lifecycle management.
Legal Hold Capabilities to place legal holds on documents for compliance or litigation purposes.		Legal hold capabilities are advertised for compliance/litigation support in financial services.
Data Loss Prevention (DLP) Integration Integrate with DLP solutions to prevent sensitive data exfiltration.		No information available

Full-Text Search Ability to search for keywords throughout document content.		Full-text search is a standard feature in M-Files, leveraging OCR and metadata.
Advanced Search Filters Filter results by attributes such as date range, type, fund, tags, or uploader.		Advanced search filters by metadata, date, type, etc. are deeply integrated into the user experience.
Search Speed Typical time to return results for a simple search.		No information available
Saved Search Queries Ability to save commonly used search configurations.		Saved search queries are supported through custom and persistent views in M-Files.
Search Result Export Export search results to Excel, PDF, or other formats.		Export search results to Excel and other formats is supported by standard M-Files functionality.
Faceted Search Support for search refinement using hierarchical facets (i.e., fund, year, document type).		Faceted/hierarchical search through metadata and custom views is a documented capability.
Multi-Language Search Support for search queries in multiple languages.		No information available
Recent Searches Access a personalized history of recent search queries.		Recent searches are available as part of the user’s personalized experience.
Search Result Ranking Prioritize and order search results by relevance.		Search result ranking by relevance is included in the search engine capabilities.
Wildcard and Fuzzy Search Advanced search capabilities with partial matches or misspellings.		Partial and fuzzy search support is documented in M-Files help materials.
Batch Retrieval Retrieve and download multiple documents with a single action.		Batch retrieval (downloading multiple documents at once) is supported.
Quick Preview Preview contents of documents directly in the search results window.		Quick preview of document contents is supported in the main M-Files web and desktop interface.
Search Audit Trail Log and monitor search activities for compliance.		Searches are logged as part of the compliance/audit trail, supporting search audit trails.

Document Approval Workflows Support for custom approval flows, including multiple reviewers and sequential or parallel approval.		Document approval workflows with multi-step approval are a core workflow automation feature.
Task Assignment Assign review or follow-up tasks related to specific documents.		Task assignment is supported in M-Files workflow automated processes.
Workflow Templates Reusable workflow structures for recurring fund processes.		Reusable workflow templates can be created and deployed for recurring business processes.
Automated Reminders and Notifications Trigger email or system notifications based on workflow events (e.g., pending approvals, expiries).		Automated notifications are sent for workflow triggers such as approvals and expiries.
Commenting and Threaded Discussions Support threaded communication on documents for context and audit trail.		Commenting and threaded discussions are supported on document objects.
Document Checkout/Check-in Prevent conflicting edits by requiring check-out for editing and enforced check-in.		Check-in/check-out managed editing is available to prevent conflicting edits.
e-Signature Integration Integration with electronic signature platforms for contract finalization.		e-Signature integrations (such as DocuSign and Adobe Sign) are available via M-Files connectors.
Collaboration Limits Maximum number of simultaneous collaborators per document.		No information available
Automated Filing Automatic categorization or routing of documents based on metadata.		Automated filing using metadata is promoted as a key automation feature.
Escalation Rules Automated escalation paths for overdue approvals or reviews.		No information available
Workflow Status Dashboards Visual dashboards for workflow status, bottlenecks, and pending tasks.		Workflow dashboards for tracking process status and bottlenecks are prominently featured.
Integration with Communication Tools API or direct integration with email, Slack, Teams, or similar platforms.		M-Files integrates with Microsoft Teams, email, and other tools for workflow notifications.
Workflow Audit Logs Detailed logs of workflow actions and status changes for compliance.		Workflow audit logs are part of the compliance and traceability offering in workflows.

API Access Provision of RESTful or SOAP APIs to enable integration with external systems.		M-Files provides RESTful APIs for integration with external systems.
Data Import/Export Support for importing and exporting data using CSV, XML, or other common formats.		Data import and export via CSV, XML and other formats is possible using M-Files tools and APIs.
Integration with Core Fund Systems Direct connectivity with accounting, portfolio management, and trade order management platforms.		Integration with core fund/accounting systems via APIs and connectors is marketed for financial services.
ERP Integration Capabilities to link with enterprise resource planning software.		ERP integration is available (e.g., integration with SAP and Microsoft Dynamics advertised).
Single Sign-On (SSO) Providers Supported Number of SSO providers that can be integrated.		No information available
Email System Integration Pull documents directly from corporate email for filing.		Email system integration is supported for archiving and document filing.
Custom Script Support Support for deploying custom automation scripts.		Custom script support is enabled through the M-Files API and extensibility framework.
Mobile App Integration APIs or connectors for use within mobile platforms.		Mobile app integration support via APIs connects M-Files with other mobile solutions.
Webhook Support Ability to trigger events in other systems via webhooks.		Webhook support is available for triggering events in external systems.
Integration Marketplace Access to a marketplace of pre-built integrations (e.g., DocuSign, Salesforce).		An integration marketplace exists with many pre-built integrations (e.g., Salesforce, DocuSign).
SSO Protocols Supported Types of SSO protocols supported (e.g., OAuth, SAML, OpenID).		No information available
Third-party Audit Trail Integration Push audit data to third party GRC (Governance, Risk, and Compliance) platforms.		Integration with third-party audit platforms (e.g., GRC) via connectors/API is possible.

Transparent Pricing Clear, predictable pricing structure with no hidden fees.		Transparent, subscription-based pricing with published tiers, no hidden fees.
Per-User Pricing Option Licenses based on user count.		Per-user and per-feature pricing available, according to sales literature.
Unlimited Storage Option Availability of plans with no storage cap.		Unlimited storage plans are available at enterprise tier.
Tiered Feature Plans Different feature sets available at different price points.		Multiple plans with different feature sets and pricing are outlined on product site.
Nonprofit/Education Discounts Available discounts for qualifying organizations.		Discounts for qualifying non-profit and education organizations available (see public terms).
Annual vs. Monthly Billing Offers both billing frequencies.		Annual and monthly billing options are offered.
Trial Availability Free or low-cost trials for evaluation.		Free trial available on request or via web signup.
Self-Hosting Option Option to run the system on-premises for increased control.		Self-hosting on-premises deployment option available for regulated industries.
Data Migration Support Assistance with moving documents from previous systems.		Migration support tools and vendor-assisted services available.
Price Per GB/Additional Storage Pricing Additional cost per GB or TB of storage above plan limit.		No information available

Regulation-Specific Retention Rules Configurable retention settings for compliance with SEC, MiFID, AIFMD, etc.		Configurable retention settings for regulatory compliance (including SEC and GDPR) are available.
WORM (Write Once, Read Many) Support Technological support for immutable storage required for compliance.		WORM support is offered through compliant storage partner integrations.
Audit Trail Generation Automatic and comprehensive audit trail for user/document actions.		Automatic audit trail generation is a compliance feature in M-Files.
Access Certification Workflows Process for periodic recertification and validation of access rights.		Access certification workflows can be configured through workflow automation settings.
Legal Hold Management Support placing and removing legal holds for litigation readiness.		Legal hold management is mentioned in compliance and litigation-readiness literature.
GDPR and Privacy Support Controls and settings to satisfy GDPR and other privacy laws.		Controls and settings for GDPR and privacy laws are included in M-Files offerings for regulated industries.
eDiscovery Tools Built-in support for document collection and export for audits or investigations.		eDiscovery tools for audit/investigation are available and promoted in compliance brochures.
Compliance Policy Enforcement Capabilities to enforce internal and regulatory document policies.		Compliance policy enforcement can be automated through document workflows and lifecycle policies.
Automated Compliance Reporting Automatic generation of compliance status and incident reports.		Automated compliance reporting can be configured in M-Files.
Customizable Audit Fields Track and include client-specific fields in audit logs.		Customizable audit fields can be tailored to client and regulatory requirements.
Regulatory Archive Integration Ability to connect with regulatory-compliant offsite or cloud archive providers.		Regulatory archive integration with offsite/cloud archive providers is available via connectors.
Tamper Evident Logs Logging system that makes record tampering easily detectable.		Tamper-evident logs are provided for regulatory and compliance assurance (see security documentation).

Concurrent User Capacity Maximum supported number of simultaneous users without performance degradation.		No information available
Supported File Count Number of documents the system can manage efficiently.		No information available
Maximum Upload Speed Speed limit of document upload per session.		No information available
Uptime SLA Guaranteed system uptime per contractual agreement.		No information available
Response Time Average platform response time for user actions.		No information available
Redundancy and Failover Automatic failover and redundancy mechanisms for continuous availability.		M-Files is generally deployed with cloud redundancy and failover options for high availability.
Load Balancing Built-in load balancing to distribute user activity evenly.		Load balancing is possible through M-Files cloud and enterprise deployments.
Scalable Storage Backend Ability to expand storage seamlessly as document volume grows.		Storage backend is scalable in the M-Files cloud or on-prem enterprise environments.
Multi-Region Deployment Deploy system instances across multiple regions for performance and disaster recovery.		Multi-region deployment is possible, especially in the cloud offering, for DR and performance.
Disaster Recovery Time Objective Expected time to recover from a major system disruption.		No information available

Intuitive Dashboard User-friendly interface with a central dashboard for navigation and alerts.		Intuitive dashboards and task/activity views are core to user experience.
Customizable Views Users can customize views and sort orders to fit individual preferences.		Customizable views, dynamic filters, and several sorting options are advertised as user features.
Accessibility Compliance Support for ADA/WCAG accessibility standards.		M-Files is designed to be WCAG and ADA compliant, supporting accessibility.
Responsive Design Interface adapts for use on mobile, tablet, and desktop.		Responsive design adapts the interface to desktop, tablet and mobile browsers.
Multi-Language UI User interface can be displayed in multiple languages.		Multi-language UI is available, as M-Files supports several global languages.
In-app Help and Tutorials Onboarding help, guides, and contextual tutorials built-in.		Built-in help and tutorials are part of onboarding and continuous user support.
Theme/Brand Customization White-labeling or branding capabilities.		Theme and brand customization (white-labeling) possible for enterprise/partners.
Keyboard Shortcuts Support for keyboard shortcuts to speed up navigation.		No information available
Pinned / Favorite Documents Ability to pin or favorite documents for quick access.		Pinning and favoriting documents is supported for quick access.
Recent Activity Feed List/display of recent user and document activity.		Recent activity feeds are present in the dashboard interface.
Notification Center Central repository for all user alerts and notifications.		Central notification center is available within M-Files UI.

Activity Reports Usage reports on uploads, downloads, shares, and other activities.		Activity reports on uploads, downloads, shares, etc., are part of M-Files reporting.
Document Lifecycle Reports Reporting on document creation, changes, and deletion history.		Document lifecycle reports track creation, changes, and deletions.
Compliance Reports Pre-built or configurable reports supporting compliance audits.		Compliance reports for audits and regulatory obligations are produced by the reporting module.
System Health Dashboards Visualization of system uptime, usage, and performance metrics.		System health dashboards are supported in M-Files cloud and advanced admin modules.
Custom Report Builder Ability for users to build and schedule custom reports.		Custom report builder capability is available for advanced users and admins.
Exportable Analytics Data Export analytics and reporting data in various formats for additional analysis.		Analytics and reporting data can be exported in multiple formats.
Report Scheduling Automated generation and delivery of periodic reports (daily, weekly, monthly).		Report scheduling is supported for automated delivery of recurring reports.
User Adoption Metrics Measure adoption and usage across teams or departments.		User adoption and activity metrics are trackable via dashboards and reports.
Exception Reports Highlight documents or actions that fall outside of expected controls or workflows.		Exception reports can be configured to highlight documents/actions outside expected controls.
API Access to Reports Developer access to raw report data via API.		API access to reports/data available via M-Files developer tools.

Automated Backups Regular, scheduled backups of all document and metadata.		Automated, regular backups are configured in M-Files cloud/on-prem deployments.
Backup Frequency Interval at which backups are performed.		No information available
Point-in-Time Recovery Recovery to a specific point in time in the event of data loss.		Point-in-time recovery and versioning are supported features.
Offsite Backup Storage Copies of backups stored in geographically separate locations.		Offsite and geo-redundant backup storage are part of M-Files cloud features.
Recovery Time Objective (RTO) Estimated time required to restore service after an incident.		No information available
Recovery Point Objective (RPO) Maximum tolerable period in which data might be lost.		No information available
Backup Encryption Backed up data is encrypted at rest.		Backup encryption at rest is offered as part of standard M-Files security.
Disaster Recovery Testing Regular, scheduled disaster recovery drills/tests.		Disaster recovery testing and planning are included in M-Files enterprise and cloud SLAs.
Continuous Data Protection Real-time or near real-time backup for critical documents.		No information available
Backup Verification Automated verification to ensure backup integrity and completeness.		Backup verification processes are mentioned in cloud service compliance docs.

Native Mobile Apps Availability of dedicated iOS and Android applications.		Native mobile apps for iOS and Android are available for M-Files.
Mobile Browser Optimization Web interface optimized for mobile browser use.		M-Files web interface is optimized for mobile browser access.
Offline Document Access Ability to view key documents without an active internet connection.		Offline access to key documents is possible via mobile apps with sync.
Remote Wipe Administrators can remotely delete sensitive data from lost or compromised devices.		Remote wipe is available for devices using the enterprise mobile app deployment.
Push Notifications Mobile device alerts for important workflow events.		Push notifications for workflow events are available in the mobile apps.
Mobile Document Upload Direct document upload from phone camera or file system.		Mobile document upload from camera and file system is a standard feature.
Mobile Biometric Login Use of device biometrics (fingerprint, FaceID) for authentication.		Biometric login using device capabilities is supported on M-Files mobile apps.
Device Enrollment Limits Maximum number of devices that can be registered per user.		No information available
Mobile Metadata Entry Ability to add tags/metadata to documents during mobile upload.		Mobile users can add metadata/tags during document upload.
Mobile Notifications Customization User management of which events trigger mobile alerts.		Mobile notification preferences can be managed by users in app settings.

Multi-channel document capture Ability to capture documents from various sources including email, web portals, physical mail (scanning), and mobile uploads		M-Files supports document capture from email and web portals; mobile and scanning supported in generic platform.
OCR (Optical Character Recognition) Automatically extracts text from scanned documents and images to make content searchable and indexable		M-Files offers OCR as a core feature for text extraction and indexing.
OCR accuracy rate The percentage accuracy of the OCR system in correctly recognizing text from documents		No information available
Intelligent document recognition Automatically identifies document types (e.g., enrollment forms, beneficiary designations) without manual classification		Documentation and product details mention automatic detection of document types using AI-powered recognition.
Batch processing Ability to process multiple documents simultaneously in batches		Batch scanning and processing is supported through M-Files Capture and integrations.
Batch processing capacity Maximum number of documents that can be processed in a single batch		No information available
Form field recognition Automatically identifies and extracts data from form fields in pension-related documents		Automatic extraction of form fields documented as a compliance and data capture feature.
Barcode recognition Ability to read and process barcodes on documents for automated routing and classification		Barcode recognition is listed as available in capture functionality (batch and automation).
Document validation Automatically checks documents for completeness and flags missing information		Document completeness checks and automatic flagging supported as part of workflow automation.
Document cleanup Automatically enhances document quality (deskew, despeckle, contrast adjustment)		M-Files provides automatic document cleanup, including deskew and enhancement.
Processing speed The rate at which the system can process incoming documents		No information available
Signature verification Automatically detects and verifies signatures on pension documents		E-signature and signature verification available for compliance in financial services.

Cloud-based storage Documents are stored in the cloud with appropriate security measures		Cloud storage is core to the M-Files offering, with secure cloud infrastructure.
On-premises storage option Ability to store documents on local servers within the organization		Deployment options include on-premises storage for regulated environments.
Storage capacity Maximum amount of document storage supported by the system		No information available
Metadata management Ability to define, customize, and manage metadata fields for pension-specific document types		Core feature: document classification and retrieval based on customizable metadata.
Version control Tracks document versions and maintains history of changes		Full version control and change tracking highlighted in core feature list.
Document lifecycle management Manages the entire lifecycle of documents including creation, review, approval, archival, and disposition		M-Files supports the entire document lifecycle (creation through archival and destruction).
Retention policy management Allows setting and enforcing document retention periods based on document type and regulatory requirements		Retention rules and automation supported as part of compliance modules.
Auto-classification Automatically categorizes documents based on content and attributes		Automatic classification with machine learning cited in product literature.
Document tagging Ability to tag documents with keywords for easier organization and retrieval		Tagging and metadata are core concepts in M-Files document management.
Folder structure customization Allows customization of document folder structures to align with pension administration needs		Supports customizable folder structures per business need.
Document templates Provides pre-defined templates for common pension-related documents		Predefined templates available for finance and banking documents.
Document linking Ability to link related documents together (e.g., all documents for a specific member)		Documents can be linked through metadata (e.g., member or customer relationship).
Digital vault for critical documents Special high-security storage for exceptionally sensitive pension documents		Digital vault/high-security storage available for sensitive financial records.

Member file integration Documents are automatically linked to the appropriate member records		Automatic association of member documents through metadata-driven structures.
Member document dashboard Provides a unified view of all documents related to a specific member		Unified member document dashboard is supported as part of finance sector solution.
Member self-service portal Allows members to access, view, and upload their own documents		Self-service portals (document upload/access) mentioned in solutions for financial clients.
Member document history Maintains a complete history of all document interactions for each member		Complete audit trail and activity log for member documents.
Beneficiary documentation management Specialized handling for beneficiary designation forms and related documents		No information available
Life event document triggering Automatically requests or generates documents based on member life events (retirement, death, etc.)		No information available
Dependent document management Manages documents related to member dependents and beneficiaries		Dependent/beneficiary document association possible via metadata schema.
Employer-specific document views Provides customized document views for different employers in multi-employer funds		No information available
Plan-specific document templates Manages different document templates based on pension plan types		Plan or policy-specific templates supported in system configuration.
Member communication archive Archives all communications sent to or received from members		Communication archiving is possible; highlighted for auditability and compliance.
Status tracking for member document requests Tracks the status of document requests from or to members		Status tracking for requests is available in workflow engine.

Full-text search Ability to search for text within document content, not just metadata		Full-text and metadata search are standard features.
Advanced search filters Provides multiple criteria for filtering search results (date range, document type, etc.)		Search interfaces offer filters (by attributes, dates, types) as standard.
Member ID-based search Ability to retrieve all documents associated with a specific member ID		Documents linked to member IDs (or equivalent account numbers) in metadata schema.
Search response time Average time taken to return search results		No information available
Saved searches Ability to save frequently used search criteria for quick access		Saved search profiles/support included in product guides.
Faceted search Allows filtering of search results by various document attributes		Faceted search by document attributes available in UI.
Natural language search Supports queries in natural language rather than requiring specific syntax		No information available
Wildcard search Supports the use of wildcards in search terms		No information available
Boolean search operators Supports AND, OR, NOT operators in search queries		Boolean operators supported in advanced search.
Recently accessed documents Quick access to documents recently viewed by the user		Recently accessed/recent history available in UX.
Proximity search Ability to search for terms that appear within a specified distance of each other		No information available
Document preview Allows viewing document previews in search results without fully opening documents		Document previews for PDFs, images, Office files supported in web UI.

M-Files for Financial Services from M-Files

Product analysis by function

Document Management for Operations

Document Capture (9 Yes /9 Known /11 Possible features)

Document Storage & Archiving (8 Yes /8 Known /10 Possible features)

Search & Retrieval (7 Yes /7 Known /9 Possible features)

Workflow & Automation (9 Yes /9 Known /9 Possible features)

Collaboration & Sharing (5 Yes /5 Known /8 Possible features)

Security & Compliance (8 Yes /8 Known /9 Possible features)

Integration & Interoperability (7 Yes /7 Known /8 Possible features)

Usability & User Experience (8 Yes /8 Known /9 Possible features)

Reporting & Analytics (9 Yes /9 Known /9 Possible features)

E-Signature & Authorization (8 Yes /8 Known /9 Possible features)

Document Management Systems for Fund Operations

Document Storage and Organization (12 Yes /12 Known /14 Possible features)

Document Access and Security (11 Yes /12 Known /14 Possible features)

Search and Retrieval (11 Yes /11 Known /13 Possible features)

Workflow Automation and Collaboration (11 Yes /11 Known /13 Possible features)

Integration and Interoperability (10 Yes /10 Known /12 Possible features)

Compliance and Regulatory Features (12 Yes /12 Known /12 Possible features)

Performance and Scalability (4 Yes /4 Known /10 Possible features)

User Experience and Interface (10 Yes /10 Known /11 Possible features)

Reporting and Analytics (10 Yes /10 Known /10 Possible features)

Backup, Recovery, and Business Continuity (6 Yes /6 Known /10 Possible features)

Mobile and Remote Access (9 Yes /9 Known /10 Possible features)

Document Management Systems for Member Administration

Document Capture and Processing (9 Yes /9 Known /12 Possible features)

Document Storage and Management (12 Yes /12 Known /13 Possible features)

Member-Centric Document Management (8 Yes /8 Known /11 Possible features)

Search and Retrieval (8 Yes /8 Known /12 Possible features)

Workflow and Automation (12 Yes /12 Known /13 Possible features)

Compliance and Security (13 Yes /13 Known /14 Possible features)

Integration Capabilities (9 Yes /9 Known /13 Possible features)

User Experience (11 Yes /11 Known /13 Possible features)

Reporting and Analytics (12 Yes /12 Known /13 Possible features)

Scalability and Performance (8 Yes /8 Known /13 Possible features)

Document Management Systems for Operations and Finance

Security and Compliance (10 Yes /10 Known /10 Possible features)

Document Storage and Organization (9 Yes /9 Known /11 Possible features)

Collaboration and Workflow (10 Yes /10 Known /10 Possible features)

Integration Capabilities (10 Yes /10 Known /10 Possible features)

Audit and Reporting (8 Yes /8 Known /10 Possible features)

User Experience and Accessibility (9 Yes /9 Known /10 Possible features)

Document Lifecycle and Governance (10 Yes /10 Known /10 Possible features)

Performance and Reliability (4 Yes /4 Known /10 Possible features)

Cost and Licensing (9 Yes /9 Known /10 Possible features)

Customer Support and Vendor Stability (10 Yes /10 Known /10 Possible features)

Customization and Extensibility (9 Yes /9 Known /10 Possible features)

Document Management Systems for Client Services

Security & Access Control (12 Yes /12 Known /13 Possible features)

Document Storage & Organization (13 Yes /13 Known /13 Possible features)

Compliance & Audit (10 Yes /10 Known /12 Possible features)

User Experience & Accessibility (10 Yes /10 Known /11 Possible features)

Collaboration & Workflow (10 Yes /10 Known /10 Possible features)

Integration & API (10 Yes /10 Known /10 Possible features)

Performance & Reliability (7 Yes /7 Known /9 Possible features)

Client Communication & Portal (8 Yes /8 Known /9 Possible features)

Reporting & Analytics (9 Yes /9 Known /9 Possible features)

Client Onboarding & Account Management (10 Yes /10 Known /10 Possible features)

Maintenance & Support (9 Yes /9 Known /10 Possible features)

Document Capture
(9 Yes /9 Known /11 Possible features)

Document Storage & Archiving
(8 Yes /8 Known /10 Possible features)

Search & Retrieval
(7 Yes /7 Known /9 Possible features)

Workflow & Automation
(9 Yes /9 Known /9 Possible features)

Collaboration & Sharing
(5 Yes /5 Known /8 Possible features)

Security & Compliance
(8 Yes /8 Known /9 Possible features)

Integration & Interoperability
(7 Yes /7 Known /8 Possible features)

Usability & User Experience
(8 Yes /8 Known /9 Possible features)

Reporting & Analytics
(9 Yes /9 Known /9 Possible features)

E-Signature & Authorization
(8 Yes /8 Known /9 Possible features)

Document Storage and Organization
(12 Yes /12 Known /14 Possible features)

Document Access and Security
(11 Yes /12 Known /14 Possible features)

Search and Retrieval
(11 Yes /11 Known /13 Possible features)

Workflow Automation and Collaboration
(11 Yes /11 Known /13 Possible features)

Integration and Interoperability
(10 Yes /10 Known /12 Possible features)

Compliance and Regulatory Features
(12 Yes /12 Known /12 Possible features)

Performance and Scalability
(4 Yes /4 Known /10 Possible features)

User Experience and Interface
(10 Yes /10 Known /11 Possible features)

Reporting and Analytics
(10 Yes /10 Known /10 Possible features)

Backup, Recovery, and Business Continuity
(6 Yes /6 Known /10 Possible features)

Mobile and Remote Access
(9 Yes /9 Known /10 Possible features)

Document Capture and Processing
(9 Yes /9 Known /12 Possible features)

Document Storage and Management
(12 Yes /12 Known /13 Possible features)

Member-Centric Document Management
(8 Yes /8 Known /11 Possible features)

Search and Retrieval
(8 Yes /8 Known /12 Possible features)

Workflow and Automation
(12 Yes /12 Known /13 Possible features)

Compliance and Security
(13 Yes /13 Known /14 Possible features)

Integration Capabilities
(9 Yes /9 Known /13 Possible features)

User Experience
(11 Yes /11 Known /13 Possible features)

Reporting and Analytics
(12 Yes /12 Known /13 Possible features)

Scalability and Performance
(8 Yes /8 Known /13 Possible features)

Security and Compliance
(10 Yes /10 Known /10 Possible features)

Document Storage and Organization
(9 Yes /9 Known /11 Possible features)

Collaboration and Workflow
(10 Yes /10 Known /10 Possible features)

Integration Capabilities
(10 Yes /10 Known /10 Possible features)

Audit and Reporting
(8 Yes /8 Known /10 Possible features)

User Experience and Accessibility
(9 Yes /9 Known /10 Possible features)

Document Lifecycle and Governance
(10 Yes /10 Known /10 Possible features)

Performance and Reliability
(4 Yes /4 Known /10 Possible features)

Cost and Licensing
(9 Yes /9 Known /10 Possible features)

Customer Support and Vendor Stability
(10 Yes /10 Known /10 Possible features)

Customization and Extensibility
(9 Yes /9 Known /10 Possible features)

Security & Access Control
(12 Yes /12 Known /13 Possible features)

Document Storage & Organization
(13 Yes /13 Known /13 Possible features)

Compliance & Audit
(10 Yes /10 Known /12 Possible features)

User Experience & Accessibility
(10 Yes /10 Known /11 Possible features)

Collaboration & Workflow
(10 Yes /10 Known /10 Possible features)

Integration & API
(10 Yes /10 Known /10 Possible features)

Performance & Reliability
(7 Yes /7 Known /9 Possible features)

Client Communication & Portal
(8 Yes /8 Known /9 Possible features)

Reporting & Analytics
(9 Yes /9 Known /9 Possible features)

Client Onboarding & Account Management
(10 Yes /10 Known /10 Possible features)

Maintenance & Support
(9 Yes /9 Known /10 Possible features)

Configurable workflows Ability to create and modify document workflows specific to pension administration processes		Workflow engine is highly configurable, cited for finance clients.
Approval routing Automatically routes documents for necessary approvals based on document type and content		Conditional approval routing is a supported workflow automation feature.
Task assignment Assigns document-related tasks to appropriate staff members		Task assignment supported in workflow designer.
Deadline monitoring Tracks document processing deadlines and sends alerts for approaching or missed deadlines		Deadline monitoring and alerts are supported via workflow automation.
Parallel processing Allows multiple people to work on different aspects of document processing simultaneously		Parallel workflow processing possible using automation engine.
Conditional routing Routes documents differently based on content, member status, or other variables		Conditional document routing based on context/metadata is supported.
Workflow monitoring dashboard Provides visual representation of document workflows and their current status		Workflow dashboards available for managers and users.
SLA tracking Monitors and reports on compliance with service level agreements for document processing		SLA tracking/reporting available in workflow audit logs.
Workflow reporting Generates reports on workflow performance, bottlenecks, and throughput		Workflow and performance reports are standard analytics features.
Automated document generation Creates documents automatically based on templates and member data		Automated document generation via template merging is offered.
E-signature integration Integrates with electronic signature solutions for document signing		E-signature integration with DocuSign, Adobe, and others supported.
Workflow templates Pre-defined workflow templates for common pension processes		Workflow templates for compliance-heavy workflows available.
Maximum concurrent workflows Maximum number of workflows that can run simultaneously in the system		No information available

Role-based access control Restricts document access based on user roles within the pension administration		Role-based permissions are foundational to M-Files security model.
Audit trail Records all actions taken on documents including viewing, editing, and downloading		Full audit trails of all document actions are a major compliance feature.
Compliance reporting Generates reports for regulatory compliance purposes		Compliance reporting is promoted for regulated industries.
Document encryption Encrypts documents both in transit and at rest		Documents are encrypted both at rest and in transit as per product documentation.
Encryption strength The bit strength of the encryption algorithm used		No information available
Digital signatures Supports digital signatures to verify document authenticity		Digital signature support highlighted for authenticity and regulatory compliance.
Legal hold capability Allows placing documents on legal hold to prevent modification or deletion		Legal hold is available to preserve records for audits/litigation.
Retention policy enforcement Automatically enforces document retention and destruction policies		Retention policy enforcement is automated via workflow and policies.
Privacy masking Ability to mask or redact sensitive information in documents		Privacy masking/redaction tools available for sensitive financial documents.
GDPR compliance tools Features specifically designed to help meet GDPR requirements		GDPR compliance toolkit is specifically called out for EU clients.
Two-factor authentication Requires two forms of identification before accessing sensitive documents		Two-factor authentication is supported for sensitive systems/documents.
Security certification level The level of security certification achieved (e.g., ISO 27001)		ISO/IEC 27001 certification and other security standards documented for cloud deployments.
Data residency compliance Ensures document storage complies with data residency requirements		Data residency options available for compliance with EU, US, and other regulations.
Breach notification system Automatically detects and notifies administrators of potential security breaches		Security incident detection and alerting built-in for compliance.

Pension administration system integration Seamlessly integrates with the core pension administration system		Integration with core banking/financial administration systems via APIs supported.
CRM integration Integrates with customer relationship management systems		CRM integrations (Salesforce, Dynamics) prominently supported.
Email system integration Connects with email systems for automated document delivery and capture		Email integration for ingesting/processing documents is standard.
API availability Provides application programming interfaces for custom integrations		Open REST APIs for broad and custom integration use.
API call limit Maximum number of API calls allowed per day		No information available
Web services support Supports standard web services protocols for integration		Web services and standards-based integrations (REST/SOAP) in documentation.
SFTP support Allows secure file transfer for bulk document exchange		SFTP supported for enterprise/bulk transfers.
Single sign-on Supports single sign-on authentication with other systems		Single sign-on (SSO) available via SAML, ADFS, Azure AD, etc.
Mobile app integration Integrates with mobile applications for on-the-go document access		Mobile app integration and mobile document access featured.
Payment system integration Connects with payment systems for pension-related transactions		No information available
Actuarial system integration Integrates with actuarial systems for document exchange		No information available
Third-party e-signature integration Connects with popular electronic signature platforms		Integrates with DocuSign/Adobe and other major e-signature platforms.
Number of pre-built connectors Number of out-of-the-box integration connectors available		No information available

Intuitive user interface Easy-to-use interface requiring minimal training		UX is noted as a competitive advantage: metadata-driven, intuitive, low-training.
Mobile responsiveness Interface adapts appropriately to mobile devices		Mobile responsive web access and mobile app supported.
Customizable dashboard Allows users to customize their document management dashboard		Dashboard and UI are customizable by user role.
In-app document viewer Built-in viewer for common document formats without requiring external applications		Built-in viewer for PDF, MS Office, image and other formats.
Document annotation Allows users to add notes and annotations to documents		Annotation tools available for collaboration on documents.
Drag-and-drop functionality Supports drag-and-drop for document upload and organization		Drag-and-drop upload and organization in web and desktop clients.
Bulk operations Allows actions on multiple documents simultaneously		Multiple documents can be acted on at once; batch ops supported.
Keyboard shortcuts Provides keyboard shortcuts for common actions		Keyboard shortcuts for navigation, search, and common actions are in user documentation.
User activity tracking Tracks and displays recent user activities		User activity is tracked for auditability and shown in recent actions/UI.
Customizable notifications Allows users to set their notification preferences		Users can customize alerting/notifications per document type or workflow.
User satisfaction rating Average user satisfaction score from existing customers		No information available
Language support Number of languages supported by the interface		No information available
Accessibility compliance Complies with accessibility standards (e.g., WCAG 2.1)		Accessibility features and compliance cited in product accessibility statements.

Standard reports Pre-built reports for common document management metrics		Standard reporting suite includes core metrics, status, and volume.
Number of standard reports Number of pre-configured reports available out-of-the-box		No information available
Custom report builder Tools for creating custom document management reports		Custom reporting tool widely mentioned for dashboards and data views.
Dashboard analytics Visual analytics displayed on user dashboards		Dashboard and analytics widgets available in main user interface.
Document processing metrics Metrics on document processing times and volumes		Processing times, workflow completion, and similar metrics are reportable.
User activity reports Reports on user interactions with documents		User activity and document audit reports are standard.
Compliance reporting Reports specifically designed for regulatory compliance		Compliance-focused reporting is widely discussed for regulated environments.
Export capabilities Ability to export reports in various formats (PDF, Excel, CSV)		Export to PDF, Excel, CSV available for all reporting.
Scheduled reports Ability to schedule automatic report generation and distribution		Reports can be scheduled for distribution as a compliance/tool feature.
Trend analysis Identifies trends in document workflows and processing		Trend and time-series analytics in workflow and activity dashboards.
Bottleneck identification Identifies bottlenecks in document processing workflows		Reports and analytics specifically call out bottleneck identification.
Document usage analytics Tracks which documents are accessed most frequently		Analytics include detailed document usage (by user, type, frequency).
API for data extraction Allows extraction of reporting data via API for use in external systems		APIs for data export allow data extraction/integration with BI tools.

Maximum users Maximum number of concurrent users supported		No information available
Maximum document volume Maximum number of documents the system can effectively manage		No information available
Horizontal scaling Ability to add servers to increase capacity		Horizontal scaling via distributed architecture/cloud documented.
Vertical scaling Ability to add resources to existing servers		Vertical scaling via resource upgrade is possible (cloud/on-premises).
Load balancing Distributes workload across multiple servers		Load balancing supported in cloud and large on-premises deployments.
Response time Average time for system to respond to user actions		No information available
Document retrieval speed Average time to retrieve and display a document		No information available
Backup frequency How often the system performs automatic backups		undefined Backups can be scheduled for various frequencies in admin console.
Recovery time objective Target time for system recovery after failure		No information available
High availability option Offers high availability configuration to prevent downtime		High-availability deployments documented for critical systems in finance.
Uptime guarantee Guaranteed percentage of system uptime		undefined SLA/uptime guarantees (e.g. 99.9%) can be contracted for M-Files Cloud.
Disaster recovery plan Has comprehensive disaster recovery capabilities		Disaster recovery and business continuity plans described in compliance documentation.
Performance monitoring tools Built-in tools to monitor system performance		Performance monitoring tools and reports available to administrators.

Data Encryption Files are encrypted at rest and during transmission.		M-Files offers encryption of files at rest and in transit, as documented on their security and compliance web pages.
Granular Access Controls Define user-level or group-level permissions for viewing, editing, or sharing documents.		M-Files provides granular access controls, allowing admins to set fine-grained permissions at user and group levels.
Role-Based Access Access permissions are managed based on organizational roles.		Role-based access control is a standard feature, supporting permission management based on roles.
Audit Trails Tracks every access and modification to documents for compliance and review.		Full audit trail and activity reporting included, as highlighted in compliance/audit features.
Compliance Standards Support for frameworks like SOC 2, GDPR, HIPAA, or industry-specific rules.		Product site mentions support for GDPR, HIPAA, SOC 2 and other frameworks relevant for financial services.
Multi-factor Authentication Requires multiple authentication methods for greater security.		Multi-factor authentication available for enhanced security (see M-Files security documentation).
Document Retention Policies Configurable rules for automatic document archival or deletion.		Supports configurable retention and document lifecycle rules as part of compliance management.
Legal Hold Support Ability to prevent deletion of documents under legal scrutiny.		Legal hold functionality is part of compliance toolkit (see compliance feature set).
Redaction Tools Capability to redact sensitive sections within documents.		Redaction tools are available for sensitive content.
IP Whitelisting/Blacklisting Restrict or allow access by IP address.		IP-based access restrictions (whitelisting/blacklisting) are configurable in administration settings.

Folder Hierarchies Supports nested folders for organizing documents by deal, fund, or entity.		Supports nested folder structures and dynamic organization through metadata-driven views.
Tagging and Metadata Custom tags and metadata fields for easy search and classification.		Metadata tagging and custom fields/search available; this is core to M-Files' organizational model.
Advanced Search Full-text search, filter by metadata, and optical character recognition (OCR) for scanned documents.		Advanced search, including full-text search and OCR, is promoted as a differentiator for M-Files.
Bulk Upload/Download Upload or download multiple files or folders at once.		Bulk upload/download of files supports operational efficiency; included in product documentation.
Version Control Retains document history and supports rollback to previous versions.		Comprehensive version control and history roll-back/restore is a standard feature.
Check-In/Check-Out Avoid conflicting edits with document locking for changes.		Check-in/check-out with document locking prevents conflicting edits (highlighted in collaboration tools).
Automated Folder Creation Automatically generate folder structures based on workflows or templates.		Automated folder creation based on templates and workflows is available.
Document Previews Preview contents of common file types within the platform.		Browser-based and in-app previews are a standard part of the user interface.
File Size Limit Maximum file size supported per upload.		No information available
Total Storage Capacity Total storage available for the organization.		No information available
Document Templates Store and apply document templates for repetitive tasks.		Document templates and templating are built-in to support repetitive document workflows.

In-Document Commenting Real-time comments and discussions within documents.		In-document commenting and collaborative discussion supported in app.
Task Assignment Assign review or approval tasks to individuals or teams.		Task assignment and workflow routing, including approvals, are a key product feature.
Workflow Automation Automate document routing, approvals, and notifications.		Workflow automation engine included and described in core product literature.
E-Signature Integration Collect legally binding electronic signatures on agreements.		Integration with e-signature solutions is available (e.g., DocuSign, Adobe Sign).
Approval Chains Set up sequential or parallel approval requirements on key documents.		Approval chains—sequential and parallel—supported and configurable.
External Sharing Securely share documents with portfolio companies, investors, or legal counsel.		Secure external sharing features, including access-limited links and portals, included for third-party collaboration.
Activity Notifications Email or system notifications for document actions and status changes.		Activity notifications are available via email and within the product UI.
Watermarking Automatically watermark downloaded or shared files.		Automatic watermarking of shared/downloaded files supported for compliance and security.
Comment History Retain an audit trail of document comments and discussions.		Audit of comments, including history and resolver tracking, available.
Co-authoring Multiple users can edit documents simultaneously.		Concurrent co-authoring (multi-user edits) supported via official integrations and drafts.

APIs Robust API access for custom integrations and automation.		M-Files has robust API support, as highlighted in the integration capabilities overview.
CRM Integration Connects with commonly-used CRM systems for document syncing.		CRM system integrations (e.g., Salesforce, Dynamics) available either natively or via connector.
Accounting Software Integration Sync relevant documents with financial and accounting tools.		Integration with accounting and financial systems supported via APIs.
Portfolio Management Systems Integration Seamlessly attach or link documents to relevant entities in portfolio management software.		Integration with portfolio management systems is feasible through open API and customizable connectors.
Single Sign-On (SSO) Supports SAML, OAuth, or other single sign-on protocols.		Single sign-on (SSO/LADP/AD/SAML/OAuth) industry-standard protocols are supported.
Cloud Storage Integration Integrates with cloud storage providers (e.g., Box, Dropbox, Google Drive).		Cloud storage integration for Google Drive, Box, SharePoint and others is promoted in sales documentation.
Email Plugins/Add-Ons Save correspondence or attachments directly from email.		Email plugins and add-ons allow archiving correspondence from Microsoft Outlook and others directly into M-Files.
Calendar Integration Link document-related milestones or signings to calendars.		Calendar integration (i.e., for document signings/contract dates) is provided as part of automation tools.
Custom Webhooks Trigger external workflows based on document events.		Custom webhooks can be configured to trigger notifications and workflow integrations on document events.
Bulk Data Import/Export Easily migrate documents to and from other platforms.		Bulk data import/export via CSV, API, and migration tools is documented and supported.