Compare Shuttle vs MyDocSafe vs Virtual Data Room

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Crozscore:

41%
what is this?
20%
interest falling

Crozscore:

71%
what is this?
86%
28%
interest falling

Crozscore:

92%
what is this?
97%
44%
interest rising
Shuttle screenshot MyDocSafe screenshot Virtual Data Room screenshot view 5 more

Software Description:

Shuttle provides real-time client onboarding for many sectors including P2P lenders, challenger banks, lawyers, accountants, business incubators, insurance companies and advertising agencies.

When you onboard clients it is the first time they touch your service. It is an opportunity to create a great impression and increase advocacy. Many companies fall short due to manual processes to process identity documentation, customer agreements and checklists. Shuttle solves this problem - we’ve made onboarding a smooth process all the way from sale to account opening, saving our clients time, money and effort.

Software Description:

New generation client portals with integrated eSignature, complex forms, and workflow automation tools. Automation tools allow users to design and deploy complex onboarding workflows that include data collection, ID verification, contract signing and payment collection. Integrations include SageLive, BTCSoftware, Dropbox, GoCardless and Stripe.
The platform includes a GDPR Dashboard that allows users to map their data flows and produce reports to stay compliant.

Software Description:

iDeals Virtual Data Room is an industry-leading software designed for SMEs, SMBs, large enterprises and startups to securely manage documents and collaborate. It is often used for M&A, IPOs, capital raising and corporate reporting. iDeals Virtual Data Room includes unique features for secure file viewing and sharing, preventing sensitive information from being compromised. The platform is available as cloud solution and on-premise.

Features:

  • Data Export
  • Password & Access Management
  • Electronic Signature
  • Notifications
  • Multi-User
  • History/Version Control
  • Dashboard
  • Chat

Features:

  • History/Version Control
  • Chat
  • Dashboard
  • Multi-User
  • Notifications
  • Password & Access Management
  • 2-Factor Authentication
  • Data Import
  • API
  • File Sharing
  • File Transfer
  • Data Export
  • External Integrations

Features:

  • Data Import
  • Data Export
  • Contact Management
  • Contact Sharing
  • Email Integration
  • Project Management
  • Calendar Management
  • Scheduling
  • Google Apps Integration
  • Dashboard
  • Multi-User
  • Notifications
  • File Transfer
  • File Sharing
  • API
  • History/Version Control
  • Batch Permissions & Access
  • 2-Factor Authentication
  • Anti-Virus

Summary:

    No key features associated with this application.

Summary:

  • Client portals.

  • Advanced electronic signature.

  • Beautiful forms.

  • Onboarding automation.

  • Data encryption.

  • GDPR readiness.

Summary:

    No key features associated with this application.

Standard

Free
Included in plan:
  • Upto 20 applications a month
  • Real-time document collection
  • Electronic document signing
  • Version control
  • Security
  • White Label
  • Admin rights options
  • Online Training
  • Email Support

Professional

$124.00
for 21-100 applications per month
Included in plan:
  • 21-100 applications a month
  • Real-time document collection
  • Electronic document signing
  • Version control
  • Security
  • White Label
  • Admin Control Options
  • Dedicated Customer Success Manager
  • Email support

Starter

$6.00
1 user(s) / month
Included in plan:
  • 1 User

Small

$28.00
1 user(s) / month
Included in plan:
  • Up to 3 Users

Team

$55.00
1 user(s) / month
Included in plan:
  • Up to 6 Users

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Online training module for all packages
    Dedicated Customer Success Manager for Professional Package
    Email and chat support for all

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes multi-user capable.
    Different administrator options

  • Who are the main user groups of this service?
  • Challenger Banks, P2P Lenders, Finance Brokers, Advertising Agencies, Lawyers, Accountants, Incubators, Investment Clubs.

  • What platforms does this service support?
  • All Web apps

  • What is this service generally used for?
  • When you’ve just secured a new client, it’s vital to establish trust. You want to make a great first impression, and showcase the quality, efficiency and professionalism of your service.

    Opening a new account is often complex and time consuming, but it doesn’t have to be that way. We’ve made client onboarding a smooth process all the way from sale to account opening, saving you time, money and effort.

    The Shuttle platform is used to collect documentation and contract signatures that you require before you can start doing business with a SME or business client.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer an API?
  • Yes

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes

  • Does this service offer guides, tutorials and or customer support?
  • It includes customer support and live 1-on-1 demo on request

  • What is this service generally used for?
  • It is generally used for M&A, IPOs, capital raising, biotech licensing, board communications and corporate reporting.

  • Who are the main user groups of this service?
  • They are companies of all sizes from corporate finance, legal, real estate, construction, biotech, energy, IT and infrastructure industries.

Publisher:

Founded:
-
Based in:
Croydon
Employees:
2-10
Likes:
Followers:

Publisher:

Founded:
-
Based in:
Bedford
Employees:
2-10
Likes:
Followers:
1.67k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

Who uses Shuttle
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • WinPhone
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses MyDocSafe
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
Spanish, German, French, English, Polish
Regional Restrictions:
No restrictions.

Other:

Who uses Virtual Data Room
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Norwegian, Turkish, Spanish, Russian, Chinese, German, Czech, Irish, Latin, Portuguese, Japanese, Italian, Thai, Vietnamese, French, English, Dutch
Regional Restrictions:
No restrictions.
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