Give each client, analyst, adviser and reviewer access only to the information required for their part of the work.
Purpose-built for sensitive financial information
Secure file sharing for financial services, built for controlled exchange
My MX Data gives banks, wealth managers, insurers, fintechs and finance teams a controlled way to exchange client records, due diligence packs, transaction files and board material with named users. Detailed audit trails, expiry controls and a quantum secure patented methodology help keep sensitive financial data traceable, defensible and easier to govern.
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Named-user access
Detailed audit trails
Unlimited file sizes
No public links
Controlled financial exchange
Active
ClientUpload verified
Risk reviewPurpose confirmed
Evidence recordAction retained
Protected file
Transaction approval pack
Release conditions confirmed
Built for secure financial file sharing
Control the route, the people and the evidence.
Keep sensitive financial files away from public links, loose attachments and uncontrolled forwarding.
Retain a clearer record of requests, uploads, access, approval and delivery when the exchange needs to be explained.
Why financial file sharing needs more control
A financial file is never just a file.
It may contain identity information, transaction detail, investment decisions, pricing, due diligence or evidence that affects a regulated outcome. A more controlled approach to encrypted file sharing helps ensure the route, recipient and activity record remain as clear as the document itself.
Recipient risk
A correct document sent to the wrong person can create immediate operational, client and data-protection exposure.
Decision risk
Teams need confidence that the version being reviewed is the version that was approved and released.
Evidence risk
Later review becomes difficult when files, approvals and context are split across inboxes, links and personal storage.
Retention risk
External access should not remain open indefinitely simply because nobody returned to close the exchange.
Exchange assessmentClient acquisition record
Controls applied
Access remains connected to an approved person rather than an open route.
ConfirmedThe file sits within the context and activity it was supplied to support.
RecordedThe exchange can close when the review period or business purpose ends.
14 daysImportant actions remain available for later checking and explanation.
ActiveOne control model across financial services
Different institutions. Different files. The same need for disciplined exchange.
Banks, wealth managers, insurers and fintechs work with different records, but each needs sensitive information to move between known parties with clear purpose and evidence. My MX Data provides a controlled B2B file exchange that can sit alongside existing financial systems and collaboration tools.
Banking workspace
Keep lending, transaction and client files tied to the decision they support.
Bring documents into a controlled workspace where access reflects responsibility, activity remains visible and the current version is easier to identify.
✓Limit access to named internal and external participants
✓Keep supporting evidence connected to the relevant transaction or review
✓Retain a clearer record of submission, review and approval
Corporate lending review6 authorised users
Credit submissionVersion 04Reviewed
Financial statementsClient suppliedVerified
Approval recordCommittee decisionFinal
Wealth workspace
Protect private client information without slowing the advisory relationship.
Collect identity records, suitability evidence and portfolio information through a secure route that remains clear for both the client and the adviser.
✓Give clients a straightforward route to provide requested documents
✓Separate adviser, compliance and external specialist access
✓Apply expiry settings once the review or engagement has ended
Private client review4 authorised users
Identity evidenceClient suppliedVerified
Portfolio valuationQuarter 02Current
Suitability reviewAdviser approvedFinal
Insurance workspace
Keep claim evidence and underwriting material within a controlled case record.
Receive sensitive files from policyholders and specialists, restrict access to the assigned team and preserve evidence of the information used in the decision.
✓Collect large evidence packs without splitting the transfer
✓Keep claimant, assessor and underwriting activity distinguishable
✓Maintain a clearer trail through review and settlement
Complex claim review7 authorised users
Claim submissionPolicyholder suppliedReceived
Loss assessor reportExternal specialistReviewed
Settlement approvalAuthority recordedFinal
Fintech workspace
Give product, compliance and partner teams one disciplined route for sensitive files.
Move technical evidence, financial records and partner information without scattering business-critical material across chat, email and open links.
✓Exchange assurance evidence with known partner contacts
✓Keep product, risk and compliance review activity visible
✓Support controlled handoffs without introducing a full document-management system
Payment partner assurance9 authorised users
Control assessmentPartner responseReviewed
Technical evidenceSecure uploadCurrent
Risk decisionCommittee recordFinal
Controlled release
Sensitive financial files should move only after the right people agree.
Build an additional review step into high-risk exchanges. A file can remain unavailable until authorised roles have checked the purpose, recipient, permissions and final version.
Prepare the release
Choose the approved file, named recipient, permissions and availability period.
Apply independent review
Require a second authorised person before confidential material becomes available externally.
Retain the decision
Keep a useful record of who approved the release and when the recipient could access it.
Material transaction releaseTwo approvals required
RO
Risk owner
Recipient and purpose review
FD
Finance director
Final file and authority review
Board approved valuation packWaiting for approval
Evidence-led governance
Answer the review without rebuilding the story.
When an exchange is questioned, the useful questions are simple: who supplied the file, who accessed it, which version was approved and when availability ended. My MX Data keeps those actions easier to retrieve through its secure file-sharing controls and audit features.
My MX Data supports evidence gathering. It does not replace an organisation’s policies, legal judgement, risk ownership or regulatory responsibilities. It gives teams a more consistent record of the file exchange itself.
Request created
Client records requested for source of funds reviewThe purpose, recipient and required documents were defined before collection.
Upload received
Bank statement supplied by named client contactThe uploaded file remained connected to the relevant review rather than a general inbox.
Review completed
Compliance analyst confirmed the required period and versionInternal access remained limited to the assigned review team.
Decision recorded
Risk owner approved the evidence for the stated purposeThe decision and supporting material remained connected within the same controlled record.
Access closed
External availability ended automaticallyThe file did not remain exposed through a forgotten link after the review was complete.
Practical controls for daily finance work
Secure file sharing for finance without adding unnecessary complexity.
My MX Data gives financial teams a practical route for collecting, reviewing and releasing sensitive files. A secure upload portal helps external parties provide requested records, while support for large-file transfers reduces the need for split archives or risky workarounds.
Protection beyond an ordinary shared link
Files are protected with AES-256 encryption in transit and at rest, while My MX Data’s quantum secure patented methodology—Anonymise, Shard, Restore—adds a further layer of protection around sensitive exchanges.
Named accessProtected handlingTime conditions
Secure collection from clients and partners
Receive requested financial records through a controlled client file-sharing route instead of relying on email attachments, public links and informal follow-up.
Client uploadsPurpose led requests
Large financial datasets
Move substantial reporting packs, archives and data extracts without fixed file-size limits or the need to divide one exchange across several services.
Clear activity records
See important requests, uploads, access, downloads and approval activity without piecing evidence together from several systems.
Role and data-location controls
Separate client, adviser, risk, finance and external-reviewer access according to responsibility, with enterprise data-sovereignty options available where required.
Support for regulated information handling
Controls that help financial services teams demonstrate responsible handling.
My MX Data can help facilitate compliance by strengthening the controls around secure transfer, named access, expiry and evidence. These capabilities can support UK GDPR-focused processes, help organisations address responsibilities under the Data Protection Act 2018, and contribute to ISO 27001-aligned governance.
Said clearly: no software guarantees FCA, UK GDPR, Data Protection Act or ISO 27001 compliance. My MX Data provides technical and operational controls that can support an organisation’s wider policies, risk decisions and regulatory responsibilities.
Support controlled access, clearer accountability and retrievable evidence around sensitive information exchange.
Apply named access, availability limits and protected handling to personal financial information.
Support information-security objectives with managed transfer, permissions and activity records.
Reduce uncontrolled sharing and retain clearer evidence of how sensitive information moved between parties.
Provide a more disciplined environment for exchanging confidential files with clients, suppliers and specialist partners.
Make key actions, approvals and access conditions easier to retrieve during audit, risk and governance reviews.
Common questions
Financial services file sharing, explained clearly.
The platform is designed to make controlled exchange practical for daily financial work, while being precise about where technology supports—not replaces—governance and compliance.
Financial organisations can use My MX Data for client identity records, source-of-funds evidence, transaction and lending packs, investment reports, claims material, board documents, due-diligence evidence, supplier assurance records and other confidential business files.
The platform is transfer-focused rather than a full document-management system, helping teams keep each sensitive handoff connected to named participants, a clear purpose and a retrievable activity record.
My MX Data can support banks, building societies, lenders, wealth and asset managers, insurers, brokers, fintech businesses, payment providers, accountancy teams and other organisations handling sensitive financial information.
The control model can be applied to client collection, inter-company exchange, adviser collaboration, third-party assurance, approvals and other workflows where ordinary email attachments or open links are difficult to defend.
Yes. Access can reflect each participant’s role and purpose so a client, adviser, auditor, broker, assessor or technical specialist sees only the material relevant to their part of the activity.
Named-user access, permissions and expiry settings help reduce the risk of broad folder exposure or links remaining available after the engagement or review has finished.
My MX Data provides detailed records around sensitive file exchanges. Depending on the activity, teams can retain evidence of requests, uploads, access, downloads, versions, approvals and delivery.
This helps an organisation answer client, auditor, risk or governance questions without reconstructing the history from emails, personal notes and several separate systems.
Yes. Expiry and availability conditions can be applied so external access does not remain open indefinitely after the stated purpose, transaction or review period has ended.
This supports better information governance and reduces the need to rely on someone remembering to remove an old public link or revoke access manually.
No platform can make a financial organisation compliant on its own. My MX Data can help facilitate compliance objectives by providing named access, expiry controls, audit trails and clearer evidence around sensitive file movement.
Compliance also depends on lawful basis, policies, retention decisions, staff behaviour, governance and wider technical and organisational measures. The ICO accountability guidance provides further context for UK organisations.
My MX Data uses a patented quantum secure methodology called ASR: Anonymise, Shard, Restore. The process anonymises data, separates it into shards and restores the file through the authorised exchange process.
ASR is designed to add a further layer of protection beyond conventional file sharing and to support a future-focused security posture. It should not be described as unbreakable, impossible to compromise or a guarantee of future security.
Yes. My MX Data supports transfers without fixed file-size limits, helping teams exchange large reporting packs, transaction archives, data extracts, claims evidence and compressed document sets without dividing them across several emails.
See how the platform supports secure large-file sharing for business workflows.
My MX Data is primarily designed for controlled, auditable file exchange rather than permanent financial services data storage, file synchronisation or live document co-authoring.
It can complement SharePoint, OneDrive, Dropbox, Google Drive and specialist financial systems by providing a more controlled exchange layer for the files that involve sensitive data, external parties or a stronger need for traceability.
Give sensitive financial information a more defensible route
Move confidential financial files through a controlled exchange you can explain later.
Replace loose attachments, forwarded links and fragmented approval trails with secure file sharing built around named users, permissions and clear evidence. Start with a seven-day trial or speak with the team about enterprise controls and data sovereignty options.