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DocDigi (Deventer, Netherlands)

DocDigi

Reporting tool that builds and generates a compliant mortgage advice report with one click during the client meeting.

Go to the website DocDigi alternatives
Shared spot8of 13 professional tools with a GDPR profileOur summary of what the provider itself publishes about your data: whether the data is stored in the EU (2 points), whether there is a certification or GDPR guarantee (1) and whether the provider is established in the NL or the EU (1). 3 or 4 points is Strong, 2 Good, 1 Limited, 0 Unknown. How we measure in financial advice
GDPR: Limited
  • Provider based in the Netherlands

Each block is a professional tool in financial advice, with the strongest GDPR profile on the left. 6 professional tools, like DocDigi, have a limited profile: they share this spot. Click for that tool.

Price€25/month first user + €15/month per extr…€25/month first user + €15/month per extra user, plus report bundles €50–€65
Free trialNot foundNot found on the provider's site when checked on 20 August 2026
Based inDeventer, NetherlandsNetherlands
ModelNot publicnot public, Dutch vendor, generates Wft-compliant advisory reports, connects to existing advisory software

Last checked: 20 August 2026 · How we check

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This is what DocDigi looks like

docdigi.nl
DocDigi's website
DocDigi's website

What it does

Automatic advice reports
Recognises situations in files
Meets supervisory requirements
Integration with HDN advice packages
Customisable house style and layout
Icons for client-friendly reports
Motivation documentation per choice
Template management per adviser

Comparable in financial advice

InterAI Dossierbeheerimplementation €8,000–€18,000 one-off…DONNAJAMESon requestOnesuranceon request (fixed price per client…Blinqx Risicomanagement (Finly)€50/month per user (with eBlinq…Findesk (Adviesmaat)on request (30 days free trialPayton request
All 13 professional tools for financial advice

DocDigi compared

DocDigi vs Blinqx Risicomanagement (Finly)DocDigi vs DONNAJAMESDocDigi vs Findesk (Adviesmaat)
Underlying model

not public, Dutch vendor, generates Wft-compliant advice reports, connects to existing advice software. Many tools build on a large model from, for example, OpenAI or Anthropic. If in doubt, ask for the data processing agreement: it states where your data goes.

GDPR check for financial advice

Questions about DocDigi

AI for financial advice
Which AI model does DocDigi use?
The maker of DocDigi does not publish which AI model sits underneath. Dutch vendor, generates Wft-compliant advisory reports, connects to existing advisory software.
How much does DocDigi cost?
€25/month first user + €15/month per extra user, plus report bundles €50–€65. Check the current price on the provider's website; rates change often.
Who is DocDigi for?
DocDigi focuses on financial advice. It fits tasks such as processing client files and inventories, drafting advisory reports and motivations, and comparing and summarising product terms.
What should I look out for with AI in financial advice?
The Wft duty of care and the GDPR set high demands: financial and health data belong only in GDPR-compliant systems with a data processing agreement, and the advice remains the adviser's responsibility.
Next stepAll 25 options for financial adviceProfessional tools and general assistants side by side, by GDPR profile, price and quality.

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