Auto-rename PDFs for financial advisors

Financial advisors manage portfolio reports, investment proposals, insurance policies and correspondence per client. Filery detects client names, document types and periods to create structured filenames.

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Before & After

Depot_Uebersicht.pdf 2024-Q1_Mandant-Schmidt_Depotbericht_Volksbank.pdf

Digital client files under control

Each client generates dozens of documents annually. A clear naming scheme with client name and document type makes the file instantly searchable.

Meet regulatory requirements

MiFID II and other regulations require thorough documentation. Consistent filenames support compliance obligations toward supervisory authorities.

Trustworthy data processing

Financial data is highly sensitive. Filery processes locally and does not transfer client data unencrypted to external servers.

FAQ

If portfolio numbers are present as text in the PDF, Filery can detect them and integrate them into the filename.

Your naming convention can include fields like confidentiality level or document class in the filename.

Related topics

Standardize PDF filenames at a law firm
PDF renaming for tax advisors and accounting firms
PDF renaming for property management companies

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Choose your platform and start with automatic document renaming

macOS

Universal (Apple Silicon & Intel)

Download (DMG)

Windows

Windows 10 & 11

Download (EXE)

Linux

Ubuntu, Debian & more

Linux version coming in the next few weeks

System requirements: macOS 10.14+, Windows 10/11

All downloads are transmitted securely via HTTPS.