Exchange
One Hub for Secure Interactions
A unified portal to share, exchange, and collaborate – within and across organizations.
Trusted Interactions That Build Lasting Relationships
Secure Collaboration
Transform How You Work Together
Exchange creates a unified space where organizations connect, share, and collaborate securely. Replace scattered communications with seamless interactions that build stronger relationships . Every interaction becomes an opportunity to deepen trust and accelerate business outcomes.
Trusted Connection
Connect with counterparts through secure portals. Share information, request documents, and collaborate in real-time – all while maintaining complete control over your data and processes.
Smart Interactions
Smart automation handles routine tasks while you focus on relationships. From form filling to document validation, the platform works behind the scenes to keep everything moving smoothly.
Secure by Design
Every exchange is protected with financial-grade security. Share confidently knowing your sensitive information remains secure while enabling seamless collaboration with trusted partners.
For Senders
Exchange What Matters, Without the Chase
Build strong client relationships through real-time collaboration. Provide clear instructions, automate reminders, and collect accurate information, all while delivering an experience clients can actually enjoy.
Clear Oversight
No silos, no guesswork – see every outgoing request, what’s been submitted, and what still needs attention, all in one place.
Trust in Every Touchpoint
Integrated messaging and timely updates turn routine exchanges into meaningful client touchpoints that build trust.
Efficiency That Scales
Automations handle reminders, validations, and reviews, while templates keep every request consistent and compliant.
For Recipients
Confident Submissions With Meaningful Collaboration
Handle requests efficiently through a unified dashboard that lets you delegate, collaborate, and communicate securely while maintaining complete visibility into every requirement.
Clarity By Design
See every request, deadline, and document in a single secure dashboard, with progress always visible and nothing left to chance.
Collaboration, Your Way
Forward or delegate parts of a request, ask questions, or sign documents—everything stays connected and easy to manage.
Trust at Every Step
Every action is backed by financial-grade protection, giving you full confidence to submit, share, and move forward.
Smart Interactions
Memorable From the Start, Brilliant Over Time
Transform routine requests into relationship-building moments. Each interaction flows more naturally, every exchange becomes more streamlined, and partnerships grow stronger through intelligent design.
For Counterparties
Upload a document and watch your forms auto-fill. Save Information for future requests, not matter who the sender is.
For U-Reg Users
Leverage your existing Docs and Profiles to auto-complete any request in seconds. No manual form filling, just confident reviews.
Smart Validation
Every submission is verified – document type, expiry dates, completeness – so you move forward without delays.
All the Tools Your Team Needs: Simplified And Connected
Exchange is packed with features that make your team’s day-to-day smoother
Request Packs
Create standardized request templates with required forms and documents to ensure consistent, efficient processes.
Audit Logs
Track real-time progress and updates from your counterparties’ portals for clear oversight into every exchange.
Reminders
Automated follow-ups keep requests moving forward with customizable reminders – no manual tracking required.
Notifications
Stay informed with real-time alerts on key actions, request completions, and upcoming expiries.
Expiries Management
Set, track, and get notified of your requests, ensuring nothing falls through the cracks.
Status Management
Manage status of all exchanges with automated status transitions that sync with your workflows.
Connected by Design
No silos, no duplication. Every product shares context and actions across the platform—keeping teams in sync and work flowing.
Profiles
Auto-populate requests using your trusted profile data -eliminating manual entry and ensuring accuracy across every exchange.
Workflows
Embed exchange tasks directly into your processes – requests, reviews, and sharing all sync automatically with your workflow tasks.
Forms
Smart forms automatically capture and structure information. Ensuring clarity and consistency across every interaction.
Screens
Share screening reports for reviews or escalation while maintaining complete control over sensitive risk information.
Docs
Documents automatically validate and organize into relevant folders – with complete audit trail for every interaction.
Your Workflows. Real Impact.
See how clients use Exchange.
Platform
Onboarding
Start serving clients faster with intelligent workflows that ensure flawless compliance every time.
Platform
Due Diligence
Streamline information exchange, assessments, and investigations with smart automation that reduces manual work.
Platform
Regulatory Reporting
Meet global reporting requirements with intelligent mapping that eliminates duplicate work across jurisdictions.
Ecosystem
Professional Services
Transform client collaboration with secure, transparent workflows that keep everyone aligned and informed.
Supercharge Your Process
Discover how successful institutions reduce friction and accelerate growth
with U-Reg. Book a demo to find the right solution for your business.