Is your document lost in some folder or email?  

Finding files is fast.

Need an important document right now? Just ask. It's that simple. Stop hunting through servers, folder and emails. No more struggling to remember where critical files are saved.

• flash_on Lightning fast search
• chat Ask questions in simple English
• photo_library Rich context helps you find files the first time

You stay productive. We focus on the filing.

Are you tired of manually labeling folders, names, and tags? Managing your investment documents has never been easier. Your files are tagged using clues from the content itself. No fields to fill out, no folders to organize.

• add_circle_outline Learn how

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  Uploading that is intelligent

  Get back to work fast. Drag-and-drop or email your files. Your uploads are organized in the background. Find a file, and you can view the email that delivered it.

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  Support for file types you use

  Upload what you use – PDFs, Word files, spreadsheets, presentations, scanned documents. Your files are read and tabulated in the background so you can find a forgotten file fast.

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  Reclaim your inbox

  Is your email bloated? Receive files in your dedicated UPMONTH library for easy, secure archival and retrieval. UPMONTH scans your emails for documents and links and automatically adds them to your library. You won't have to click on a malicious link again.

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  Assisted Tagging

  Don't waste time filing documents ever again. Your files receive suggested tags like document type, investment fund, effective date, and investment themes. And, if you change your labeling logic, it will change all previous tags for you.

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  We learn from you

  Your library gets smarter as you use it. Show UPMONTH how you label files, and it will suggest even more accurate tags.

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  Find patterns in your knowledge

  Sift two decades of unstructured data to include in your research work, using our smart algorithms that connect the dots.

Secure collaboration.

Empower your team to share its knowledge without jeopardizing security. Get the security features you need and keep everyone on your team happy.

• check AES 256-bit encryption
• check Easy cascading team permissioning
• check Granular file access rights
• check Full activity logs
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Work your way.

• Easy to use. Your life is made simpler by a clean interface and intuitive functionality. Once you get started with UPMONTH, you'll find you can't live without it.
• Never miss an important document again. Set an alert and receive an automatic notification. Create the custom rules you need to help your team get its job done better.
• All of your knowledge in one place. Email a document to your library, and save the conversation. Search for the sender or the document, and find both. It's that easy.

You are always in sync. 

All your incoming and old files are with you everywhere and at all times. Keep all of your knowledge in your back pocket. Take a meeting in London and keep your team in Singapore up to date in real-time. Make decisions with all your documents and the team's support.

First class service comes standard.

Secure and dependable storage of your information is critical to your business. We have lived and breathed investment management for decades – we understand your pains and have experienced your challenges. You can contact us anytime and speak to a human being. Machines can’t care about you – we do.