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Box for Financial Services from Box

Cloud content management platform with bank-grade security features, workflow automation, e-signature integration, retention policies, and collaboration tools. Enables secure document sharing with clients and integration with core banking systems while maintaining compliance with banking regulations.

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Product analysis by function

Document Management for Operations

Solutions for capturing, storing, managing, and retrieving banking documents and records.
More Document Management More Operations ...

Document Capture
(4 Yes /4 Known /11 Possible features)

Document Storage & Archiving
(8 Yes /8 Known /10 Possible features)

Search & Retrieval
(6 Yes /6 Known /9 Possible features)

Workflow & Automation
(7 Yes /7 Known /9 Possible features)

Collaboration & Sharing
(6 Yes /6 Known /8 Possible features)

Security & Compliance
(8 Yes /8 Known /9 Possible features)

Integration & Interoperability
(7 Yes /7 Known /8 Possible features)

Usability & User Experience
(7 Yes /7 Known /9 Possible features)

Reporting & Analytics
(8 Yes /8 Known /9 Possible features)

E-Signature & Authorization
(7 Yes /7 Known /9 Possible features)

Document Management Systems for Fund Operations

Platforms for storing, organizing, retrieving, and managing electronic documents related to fund operations, including statements, confirmations, legal documentation, and other records.
More Document Management Systems More Fund Operations ...

Document Storage and Organization
(12 Yes /12 Known /14 Possible features)

Document Access and Security
(14 Yes /14 Known /14 Possible features)

Search and Retrieval
(11 Yes /11 Known /13 Possible features)

Workflow Automation and Collaboration
(12 Yes /12 Known /13 Possible features)

Integration and Interoperability
(10 Yes /10 Known /12 Possible features)

Compliance and Regulatory Features
(12 Yes /12 Known /12 Possible features)

Performance and Scalability
(4 Yes /4 Known /10 Possible features)

User Experience and Interface
(11 Yes /11 Known /11 Possible features)

Reporting and Analytics
(10 Yes /10 Known /10 Possible features)

Backup, Recovery, and Business Continuity
(7 Yes /7 Known /10 Possible features)

Mobile and Remote Access
(9 Yes /9 Known /10 Possible features)

Data Room Solutions for Due Diligence

Secure document sharing and management platforms for handling sensitive company information during the due diligence process.
More Data Room Solutions More Due Diligence ...

Security and Compliance
(11 Yes /11 Known /12 Possible features)

Document Management and Organization
(10 Yes /10 Known /10 Possible features)

User Collaboration and Communication
(5 Yes /5 Known /8 Possible features)

User Management and Permissions
(5 Yes /5 Known /7 Possible features)

Usability and User Experience
(6 Yes /6 Known /7 Possible features)

Integration and Interoperability
(6 Yes /6 Known /6 Possible features)

Reporting and Analytics
(4 Yes /4 Known /5 Possible features)

Performance and Scalability
(0 Yes /0 Known /5 Possible features)

Support and Service
(4 Yes /4 Known /5 Possible features)

Pricing and Contract Flexibility
(4 Yes /4 Known /5 Possible features)

Document Management Systems for Operations and Finance

Secure repositories for legal agreements, investment documents, compliance records, and firm governance materials.
More Document Management Systems More Operations and Finance ...

Security and Compliance
(10 Yes /10 Known /10 Possible features)

Document Storage and Organization
(8 Yes /8 Known /11 Possible features)

Collaboration and Workflow
(10 Yes /10 Known /10 Possible features)

Integration Capabilities
(9 Yes /9 Known /10 Possible features)

Audit and Reporting
(8 Yes /8 Known /10 Possible features)

User Experience and Accessibility
(10 Yes /10 Known /10 Possible features)

Document Lifecycle and Governance
(8 Yes /8 Known /10 Possible features)

Performance and Reliability
(5 Yes /5 Known /10 Possible features)

Cost and Licensing
(8 Yes /8 Known /10 Possible features)

Customer Support and Vendor Stability
(10 Yes /10 Known /10 Possible features)

Customization and Extensibility
(10 Yes /10 Known /10 Possible features)

Document Management Systems for Wealth Management

Secure platforms for storing, organizing, and retrieving client financial documents, legal agreements, account applications, and compliance records with version control and audit trails.
More Document Management Systems More Wealth Management ...

Security and Compliance
(10 Yes /10 Known /10 Possible features)

Document Organization and Search
(9 Yes /9 Known /10 Possible features)

Collaboration and Workflow
(4 Yes /4 Known /10 Possible features)

Integration Capabilities
(3 Yes /3 Known /10 Possible features)

Client Portal and Access
(8 Yes /8 Known /10 Possible features)

Document Capture and Input
(3 Yes /3 Known /10 Possible features)

Scalability and Performance
(0 Yes /0 Known /10 Possible features)

Usability and User Experience
(1 Yes /1 Known /10 Possible features)

Reporting and Analytics
(0 Yes /0 Known /10 Possible features)

Administration and Maintenance
(4 Yes /4 Known /10 Possible features)

Cost and Licensing Flexibility
(3 Yes /3 Known /10 Possible features)

Document Management Systems for Client Services

Solutions for securely storing, retrieving, and managing client documents, contracts, and account paperwork with appropriate access controls.
More Document Management Systems More Client Services ...

Security & Access Control
(13 Yes /13 Known /13 Possible features)

Document Storage & Organization
(11 Yes /11 Known /13 Possible features)

Compliance & Audit
(9 Yes /9 Known /12 Possible features)

User Experience & Accessibility
(9 Yes /9 Known /11 Possible features)

Collaboration & Workflow
(10 Yes /10 Known /10 Possible features)

Integration & API
(9 Yes /9 Known /10 Possible features)

Performance & Reliability
(7 Yes /7 Known /9 Possible features)

Client Communication & Portal
(8 Yes /8 Known /9 Possible features)

Reporting & Analytics
(9 Yes /9 Known /9 Possible features)

Client Onboarding & Account Management
(8 Yes /8 Known /10 Possible features)

Maintenance & Support
(9 Yes /9 Known /10 Possible features)

Compare

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Multi-Channel Input Ability to import documents from various sources (scanners, email, mobile, direct upload, etc.)		Box supports document import from scanners, email, direct upload, and mobile, as stated in its documentation.
Batch Scanning Enables scanning and processing of multiple documents simultaneously.		Box enables batch uploading/scanning and processing as mentioned in user and admin guides.
Optical Character Recognition (OCR) Automatically extracts text from scanned images or PDF files.		Box features OCR to enable searchable PDFs, confirmed in platform documentation.
Barcode Recognition Reads and interprets barcodes to auto-populate metadata fields.		No information available
Automated Document Classification Ability to identify and sort documents by type or category automatically.		No information available
Mobile Capture Support Supports capturing and submitting documents via mobile devices.		Box Capture app allows document capturing via mobile devices (iOS, Android).
Document Import Speed The speed at which documents are ingested into the system.		No information available
File Format Compatibility The number of different file formats supported for import (PDF, DOCX, JPEG, etc.).		No information available
Auto-Rotation of Scanned Documents Detects and rotates wrongly oriented scanned documents automatically.		No information available
Blank Page Removal Automatically detects and removes blank pages during scanning.		No information available
Automatic Quality Enhancement Improves scan quality (brightness, contrast, de-skewing) automatically.		No information available

Centralized Repository All documents are stored in a single, secure location.		Box provides a centralized, secure repository for documents.
Document Versioning Tracks and stores previous versions of documents.		Box includes document versioning capabilities.
Retention Policy Management Configurable policies for document retention and automatic disposal.		Box allows definition of retention policies to manage life cycle, as described in compliance features.
Data Encryption At Rest Stores documents in an encrypted format while static.		Data is encrypted at rest with AES 256-bit encryption as per Box security documentation.
Data Encryption In Transit Encrypts documents as they are transferred within or outside the system.		Box encrypts data in transit using TLS as stated in Box's trust/security overview.
Compression Efficiency The ability to reduce file size for storage optimization.		No information available
Disaster Recovery Support Integrated backup and restore functionalities.		Disaster recovery options and backups are mentioned as part of Box's compliance stance for enterprises.
Geographic Redundancy Storage of documents in multiple physical locations.		Box Enterprise Plus offers data residency and geo-redundancy options.
Storage Capacity Maximum volume of documents/data that can be stored.		No information available
Long-Term Archiving Formats Support for non-proprietary, standard archiving formats (PDF/A, TIFF, etc.).		Box supports long-term archiving formats, including PDF/A and TIFF, for regulated industries.

Full-Text Search Ability to search document content (not just metadata).		Full-text content search is a core feature of Box's content platform.
Advanced Filtering Multi-criteria searches using fields like date, author, type, etc.		Box provides metadata filtering, allowing advanced, multi-criteria search.
Search Speed Time taken to return results for large repositories.		No information available
Image-Based Search Search based on included images or graphical marks.		No information available
Saved Searches Ability to save complex search queries for reuse.		Saved searches and collections are available as productivity features in Box.
Tagging Support Supports user-defined tagging for quick retrieval.		Box supports tagging and metadata for document organization.
Search Result Export Ability to export search results as lists or documents.		Export search results as files or lists is supported by Box’s export and download capabilities.
Natural Language Query Support Allows searching using natural, conversational language.		No information available
Recent Searches History Tracks and allows easy retrieval of recent search queries.		Recent searches/history is available as part of Box's modern interface.

Custom Workflow Creation Allows design and implementation of custom document workflows.		Box Relay enables custom workflow creation for documents.
Integration with Core Banking Systems Direct connectivity with key banking platforms for seamless flow.		Box integrates with many core banking and financial platforms, per solution briefs.
Automated Notifications & Alerts Automatically notify users about required actions or deadlines.		Automated workflow notifications are available with Box Relay and task assignments.
Approval Routing Facilitates review and approval chains for documents.		Approval workflows (routing) are a core feature of Box Relay for document review cycles.
Role-Based Task Assignment Automatic assignment of tasks based on user roles.		Task assignment can be configured by user roles in Box enterprise plans.
Process Bottleneck Reporting Identifies and reports on delays in document workflows.		No information available
SLAs for Document Handling Supports measurement and enforcement of processing time service levels.		Workflow rules can be set and SLAs monitored using relay and reporting tools.
Audit Trail Automation Automatically records all workflow steps for compliance.		Audit trail automation is provided for compliance with all changes and access tracked.
Parallel Approval Flows Supports parallel routing for faster document turnaround.		No information available

Granular Permissioning Define visibility and actions at document/folder/user level.		Box allows detailed, granular permission setting at folder, doc, and user levels.
Secure Internal Sharing Share documents securely within banking teams.		Secure internal sharing is core to Box platform, with controls for teams.
Secure External Sharing Enable document sharing with clients, regulators, or external auditors securely.		Box provides secure external sharing via expiring/verifiable links and permissions.
Real-Time Co-Authoring Multiple users can simultaneously edit select document types.		No information available
Commenting and Annotations Ability to add comments or markups to documents.		Commenting and annotation are standard collaborative features in Box.
Expiration on Shared Links Links to documents automatically expire after a set period.		Box allows creation of expiring shared links.
Activity Stream/Feed Tracks and displays document activities for easy collaboration.		Activity streams/feeds are available in the interface for collaboration tracking.
Collaborator Count Limit Limit on the number of simultaneous collaborators.		No information available

Fine-Grained Access Controls Manage permissions for users, groups, or roles with detail.		Box provides fine-grained access management and permissioning for enterprise users.
Data Masking Obscures sensitive information in documents when viewed by unauthorized users.		No information available
Audit Logging Comprehensive logs of all document access and actions for compliance review.		Box maintains full audit logs of access and actions for regulatory audit.
Regulatory Compliance Certification Product has specific certification (GDPR, SOX, GLBA, etc.).		Box has certifications for GDPR, SOX, HIPAA, GxP, FINRA, and more as listed on site.
Multi-Factor Authentication Requires second-level verification for access.		Box supports MFA (multi-factor authentication) for access control.
Watermarking Ability to automatically apply watermarks to sensitive documents.		Box provides watermarking for sensitive documents as part of data leak prevention.
Read-Only Document Distribution Restrict documents to view-only mode for specific users or workflows.		Read-only permissions are configurable at folder and user level.
Intrusion Detection Detects and alerts on unauthorized access attempts.		Box Shield provides intrusion detection and alerts for unauthorized access attempts.
End-to-End Encryption Ensures all document data is encrypted from capture to storage.		Box offers end-to-end encryption from upload to storage.

API Availability Comprehensive APIs to access and manage documents programmatically.		Extensive API availability for document access/management is documented for Box.
Pre-Built Connectors Standard integrations for popular banking, CRM, ERP, and analytics systems.		Box has pre-built connectors for common financial and business systems.
Single Sign-On (SSO) Support for enterprise identity providers for seamless authentication.		Box supports single sign-on via SAML and major enterprise IdP providers.
Webhooks/Events Provides real-time notifications to external systems.		Webhooks and event-based notifications are supported in Box.
File Sync Support Integrates with enterprise file sync \| share platforms (e.g., OneDrive, Box, SharePoint).		Integration with SharePoint, OneDrive, Box Sync, etc. is widely supported.
Custom Integration Toolkit Tools or SDKs for building custom connectors.		Box provides SDKs and a toolkit for custom integrations.
Data Import/Export Tools Bulk upload and export to/from other systems.		Bulk data/file import/export tools are offered for onboarding and integration.
Integration Scalability The number of concurrent integrations supported.		No information available

Modern User Interface Clean, attractive, and responsive UI/UX design.		Box has a modern, responsive, and attractive user interface by industry reviews and screenshots.
Personalized Dashboards Custom dashboards show relevant document tasks and alerts.		Dashboards can be customized to user preferences in the Box admin experience.
Accessibility Features Complies with standards for users with disabilities (WCAG, screen reader support).		Accessibility features (like screen reader support/WCAG compliance) are part of Box's product inclusivity.
Language Localization Options Supports multiple languages for international banking teams.		Box supports multiple languages for localization and international teams.
Mobile App Availability Dedicated mobile applications for both iOS and Android.		Box for iOS and Android provides full platform capability via mobile apps.
Performance Speed Average page load or action time.		No information available
Onboarding & Training Tools Integrated tutorials, help center, and onboarding guides.		Box offers integrated onboarding, help centers, and quick-start guides.
Customizable Shortcuts Users can configure shortcuts for frequent tasks.		No information available
Bulk Actions Support Ability to perform actions on multiple documents at once.		Bulk actions like moving/deleting files are supported in Box's file manager.

Standard Reports Out-of-the-box reports on document volumes, workflow status, access logs, etc.		Standard reporting on volumes/access/status available for admins.
Custom Report Builder Create tailor-made reports using selected metrics and filters.		Custom report generation is available through Box reporting and optional BI integrations.
Real-Time Dashboards Live visualization of key metrics and statuses.		Real-time dashboards available for document, workflow and user metrics.
Historical Trend Analysis Tracks trends in document and workflow activity over time.		Box offers historical trend analysis as part of its reporting capability.
Export to XLS/PDF/CSV Ability to export reports in various standard formats.		Export to XLS/PDF/CSV supported by Box Insights and custom reports.
Scheduled Report Delivery Automatic report generation and delivery at scheduled intervals.		No information available
KPI Tracking Ability to define and track key performance indicators.		KPI tracking and alerts can be set through Box Relay and admin tools.
Usage Analytics Insights on system usage, user activity, and access patterns.		Usage analytics is a Box admin feature.
Compliance Monitoring Reports/alerts for non-compliant document activities.		Box compliance monitoring is part of reporting and security alerts suite.

Integrated E-Signature Natively supports digital signatures within document workflows.		Box Sign is integrated for e-signature within workflows.
Signature Compliance Complies with legal e-signature standards (eIDAS, ESIGN, UETA).		Box states compliance with legal e-signature regulations (ESIGN, UETA, eIDAS).
Multi-Signatory Workflows Supports multi-party approvals with signatory sequencing.		Box Sign supports multi-signatory (sequential/multi-party) workflows.
Signature Expiry & Reminders Expiration dates and reminders for pending signatures.		Signing reminders and expiration can be configured in Box Sign templates.
Template Library Pre-built templates for frequently signed document types.		Common templates are provided for frequently used signature docs.
Audit Trail for Signing Chronological record of signing actions.		Box Sign offers audit trails for digital signing events.
Biometric Signature Support Includes biometric (handwriting, fingerprint) signature capture.		No information available
Signer Authentication Methods Number of available authentication methods for signers.		No information available
Bulk Signing Support Ability to sign multiple documents in one action.		Bulk signing capability included in Box Sign features for enterprise.

Folder Hierarchies Ability to organize documents within nested folders and subfolders for logical grouping of records.		Box supports nested folders and subfolders for organizing files, as confirmed by product documentation.
Tagging and Metadata Ability to assign tags and metadata (such as document type, date, and fund name) to enhance search and classification.		Box supports tagging and metadata management per product documentation and developer APIs.
Bulk Upload Upload multiple documents at once to improve efficiency.		Bulk upload of files/folders is supported in Box Web and desktop tools.
Version Control Track and manage multiple versions of a document with rollback and history features.		Box provides version history and file rollback features.
Document Templates Pre-defined templates for frequently used document types.		Box lets organizations create and use document templates; e-signature templates are natively supported (Box Sign).
OCR (Optical Character Recognition) Ability to extract text from scanned or imaged documents to enhance searchability.		Box includes built-in OCR for PDFs and images to enable content searching.
Document Size Limit Maximum allowed size per uploaded document.		No information available
Overall Storage Capacity Total document storage capacity provided by the system.		No information available
Drag-and-Drop Upload User-friendly drag-and-drop interface for adding documents.		Box web and mobile apps support drag-and-drop file uploads.
Automatic File Naming Conventions Ability to standardize naming of documents during upload or save.		Box offers automatic file naming support via workflow automation and templates.
Duplicate Detection Identification and warning about duplicate document uploads.		Box detects duplicate uploads and warns users as part of its file management features.
Document Retention Policies Enforce retention, archiving, and deletion rules based on policy and compliance.		Supports custom retention, archiving, and deletion policies according to regulations and internal compliance needs.
Audit Log Track all actions performed on documents for compliance and monitoring.		Box maintains a detailed audit log for all file activities.
Custom Taxonomy Support Support for building customized taxonomies according to fund needs.		Custom taxonomies can be created with metadata templates; supported by Box developer documentation.

Role-Based Access Control Granular access permissions based on user roles.		Box offers role-based access across users and groups.
Single Sign-On (SSO) Integration Integration with enterprise SSO providers for authentication.		Box Enterprise supports multiple SSO integrations including SAML, Okta, Azure, and more.
Two-Factor Authentication (2FA) Support for two-factor authentication for user logins.		Supports two-factor authentication (2FA), including integration with authenticator apps.
Document Encryption (At Rest) Encryption of documents stored within the system.		Documents are encrypted at rest with AES-256 encryption.
Document Encryption (In Transit) Encryption using HTTPS/TLS during upload/download.		Box uses TLS for all data transfers (encryption in transit).
Watermarking Ability to watermark sensitive documents to deter unwanted sharing.		Watermarking of documents is available as a configurable security feature in Box.
Expiry Links / Secure Sharing Time-bound and access-controlled sharing of document links.		Box supports secure sharing with access expiration, password protection, and time-limited links.
Access Logging Detailed tracking of which users accessed which documents and when.		Box logs every file access, download, and preview, available in admin audit logs.
Granular Permission Settings Set permissions for view, edit, or download at the document or folder level.		Granular access permissions can be set at folder and file levels for view, edit, and download.
IP Restrictions Restrict access based on IP address ranges.		Box allows IP whitelisting for enterprise customers.
User Activity Monitoring Monitor user activities related to document access and downloads in real time.		Admins can monitor user activity in real time through the admin console and reporting.
Remote Document Deletion Ability to remove access to documents remotely if needed (e.g., when permissions change).		Box allows remote deletion of files or folders as soon as permissions change or content is deleted by administrators.
Legal Hold Capabilities to place legal holds on documents for compliance or litigation purposes.		Legal hold features available for preserving content in support of litigation or regulatory requirements (Box Governance add-on).
Data Loss Prevention (DLP) Integration Integrate with DLP solutions to prevent sensitive data exfiltration.		Deep integration with third-party DLP systems, including network DLP vendors, via APIs and connectors.

Full-Text Search Ability to search for keywords throughout document content.		Full-text search is available for all document content including OCR'd files and PDFs.
Advanced Search Filters Filter results by attributes such as date range, type, fund, tags, or uploader.		Box supports multi-field advanced search filters, e.g., by metadata, uploader, and date range.
Search Speed Typical time to return results for a simple search.		No information available
Saved Search Queries Ability to save commonly used search configurations.		Users can save and re-run frequent search queries in the Box UI.
Search Result Export Export search results to Excel, PDF, or other formats.		Search results can be exported to CSV/Excel via Box Reports and APIs.
Faceted Search Support for search refinement using hierarchical facets (i.e., fund, year, document type).		Box offers faceted search and filtering by various document properties and hierarchical metadata.
Multi-Language Search Support for search queries in multiple languages.		No information available
Recent Searches Access a personalized history of recent search queries.		Recent search queries are available in the Box search interface.
Search Result Ranking Prioritize and order search results by relevance.		Search results are ranked by relevance, per Box documentation.
Wildcard and Fuzzy Search Advanced search capabilities with partial matches or misspellings.		Box supports wildcards and some level of fuzzy searching.
Batch Retrieval Retrieve and download multiple documents with a single action.		Box allows batch download of files and folders by selecting multiple files/folders.
Quick Preview Preview contents of documents directly in the search results window.		Users can quickly preview documents from the search results, including PDFs and Office files.
Search Audit Trail Log and monitor search activities for compliance.		Box tracks and logs search activity, available to admins for compliance.

Document Approval Workflows Support for custom approval flows, including multiple reviewers and sequential or parallel approval.		Box Relay provides configurable document approval workflows with sequential/parallel reviewers.
Task Assignment Assign review or follow-up tasks related to specific documents.		Task assignment is natively supported in Box workflow automations.
Workflow Templates Reusable workflow structures for recurring fund processes.		Pre-built workflow templates can be reused for recurring business processes via Box Relay.
Automated Reminders and Notifications Trigger email or system notifications based on workflow events (e.g., pending approvals, expiries).		Automated reminders and notifications are sent via Box Relay as part of workflow events.
Commenting and Threaded Discussions Support threaded communication on documents for context and audit trail.		Comments and threaded discussions are available on files and folders.
Document Checkout/Check-in Prevent conflicting edits by requiring check-out for editing and enforced check-in.		Check-in/check-out (lock/unlock) feature available to prevent simultaneous file editing.
e-Signature Integration Integration with electronic signature platforms for contract finalization.		Box Sign provides full e-signature integration, including DocuSign integrations.
Collaboration Limits Maximum number of simultaneous collaborators per document.		No information available
Automated Filing Automatic categorization or routing of documents based on metadata.		Box Relay and metadata automation support automated document filing.
Escalation Rules Automated escalation paths for overdue approvals or reviews.		Box Relay supports automated escalation of overdue tasks in workflows.
Workflow Status Dashboards Visual dashboards for workflow status, bottlenecks, and pending tasks.		Workflow status is visually tracked via dashboards and Box Relay console.
Integration with Communication Tools API or direct integration with email, Slack, Teams, or similar platforms.		Integrates with email, Slack, Teams, and other communication tools through APIs and pre-built connectors.
Workflow Audit Logs Detailed logs of workflow actions and status changes for compliance.		Detailed logs of workflow actions/statuses are available via Box Relay and admin reports.

API Access Provision of RESTful or SOAP APIs to enable integration with external systems.		Box offers extensive RESTful APIs for integration.
Data Import/Export Support for importing and exporting data using CSV, XML, or other common formats.		Data import/export via CSV, XML, and other file formats supported through the web interface and APIs.
Integration with Core Fund Systems Direct connectivity with accounting, portfolio management, and trade order management platforms.		Box supports integrations with banking and financial management platforms.
ERP Integration Capabilities to link with enterprise resource planning software.		ERP integrations (such as with SAP and Oracle) are available via Box Connectors and APIs.
Single Sign-On (SSO) Providers Supported Number of SSO providers that can be integrated.		No information available
Email System Integration Pull documents directly from corporate email for filing.		Box Email Integration feature allows direct filing of attachments from supported business email systems.
Custom Script Support Support for deploying custom automation scripts.		Custom scripts/automation can be deployed via Box APIs and Box Relay custom actions.
Mobile App Integration APIs or connectors for use within mobile platforms.		Box provides APIs for mobile apps, and there are iOS/Android SDKs and integrations.
Webhook Support Ability to trigger events in other systems via webhooks.		Box supports webhook events to trigger actions in external systems.
Integration Marketplace Access to a marketplace of pre-built integrations (e.g., DocuSign, Salesforce).		Box App Marketplace offers pre-built integrations with platforms like DocuSign and Salesforce.
SSO Protocols Supported Types of SSO protocols supported (e.g., OAuth, SAML, OpenID).		No information available
Third-party Audit Trail Integration Push audit data to third party GRC (Governance, Risk, and Compliance) platforms.		Audit logs can be pushed to third-party GRC platforms via API or SIEM integrations.

Transparent Pricing Clear, publicly available pricing tiers and features.		No information available
Flexible Billing Cycles Support for monthly, quarterly, and yearly billing options.		Monthly and annual billing are supported for Box subscriptions.
Trial Access or Sandbox Free trial or limited sandbox instance available before purchase.		Free trial is available for Box's business and enterprise tiers.
No Long-Term Lock-In Contract options available without annual commitments.		Month-to-month contracts and no annual lock-in are available.
Volume and Enterprise Discounts Tiered pricing or custom discounts for startups or high-volume customers.		Box offers volume discounts and enterprise pricing customization.

Transparent Pricing Clear, predictable pricing structure with no hidden fees.		Box outlines clear, transparent pricing on its public pricing page.
Per-User Pricing Option Licenses based on user count.		Per-user pricing available for Business and Enterprise plans.
Unlimited Storage Option Availability of plans with no storage cap.		Unlimited storage plans are offered under certain business/enterprise tiers.
Tiered Feature Plans Different feature sets available at different price points.		Tiered feature plans exist from Business to Enterprise Plus, with modular add-ons.
Nonprofit/Education Discounts Available discounts for qualifying organizations.		Discounts for nonprofit and education customers are publicly available.
Annual vs. Monthly Billing Offers both billing frequencies.		Annual and monthly billing options are listed.
Trial Availability Free or low-cost trials for evaluation.		Free trial signup is available for evaluation purposes on box.com.
Self-Hosting Option Option to run the system on-premises for increased control.		No information available
Data Migration Support Assistance with moving documents from previous systems.		Migration specialists and support resources are available to assist with data migration.
Price Per GB/Additional Storage Pricing Additional cost per GB or TB of storage above plan limit.		No information available

Regulation-Specific Retention Rules Configurable retention settings for compliance with SEC, MiFID, AIFMD, etc.		Retention policies can be customized for regional/global regulatory requirements (SEC, MiFID, etc.).
WORM (Write Once, Read Many) Support Technological support for immutable storage required for compliance.		Box Governance supports WORM (write once, read many) for immutable storage.
Audit Trail Generation Automatic and comprehensive audit trail for user/document actions.		All actions are tracked for full audit trails; required for banking compliance.
Access Certification Workflows Process for periodic recertification and validation of access rights.		Automated review/certification and recertification of user access available via Box Governance.
Legal Hold Management Support placing and removing legal holds for litigation readiness.		Box Governance supports legal hold management with admin controls for discovery and release.
GDPR and Privacy Support Controls and settings to satisfy GDPR and other privacy laws.		GDPR and privacy settings are available, including data residency options.
eDiscovery Tools Built-in support for document collection and export for audits or investigations.		eDiscovery, collection, and export are available with Box Governance and partner integrations.
Compliance Policy Enforcement Capabilities to enforce internal and regulatory document policies.		Box enables enforcement of internal and external compliance policies for files and workflows.
Automated Compliance Reporting Automatic generation of compliance status and incident reports.		Compliance and incident reports are available and automatically generated.
Customizable Audit Fields Track and include client-specific fields in audit logs.		Custom audit fields are supported via custom metadata templates.
Regulatory Archive Integration Ability to connect with regulatory-compliant offsite or cloud archive providers.		Box integrates with regulatory archive/cloud storage providers for offsite/archive needs.
Tamper Evident Logs Logging system that makes record tampering easily detectable.		Box audit logs are tamper-evident and include cryptographic safeguards.

Concurrent User Capacity Maximum supported number of simultaneous users without performance degradation.		No information available
Supported File Count Number of documents the system can manage efficiently.		No information available
Maximum Upload Speed Speed limit of document upload per session.		No information available
Uptime SLA Guaranteed system uptime per contractual agreement.		No information available
Response Time Average platform response time for user actions.		No information available
Redundancy and Failover Automatic failover and redundancy mechanisms for continuous availability.		Box infrastructure includes redundancy and automatic failover for high availability.
Load Balancing Built-in load balancing to distribute user activity evenly.		Box employs load balancing in its cloud environment for scaling and stability.
Scalable Storage Backend Ability to expand storage seamlessly as document volume grows.		Storage can be seamlessly scaled with increasing usage in Box's multi-tenant cloud.
Multi-Region Deployment Deploy system instances across multiple regions for performance and disaster recovery.		Box offers multi-region deployment for performance optimization and disaster recovery.
Disaster Recovery Time Objective Expected time to recover from a major system disruption.		No information available

Intuitive Dashboard User-friendly interface with a central dashboard for navigation and alerts.		Box provides an intuitive dashboard with navigation, customizable alerts, and an activity feed.
Customizable Views Users can customize views and sort orders to fit individual preferences.		Users can customize and save views within Box.
Accessibility Compliance Support for ADA/WCAG accessibility standards.		Box is WCAG 2.1 and ADA compliant per accessibility statement.
Responsive Design Interface adapts for use on mobile, tablet, and desktop.		Box interface is fully responsive, designed for mobile, tablet, desktop consumption.
Multi-Language UI User interface can be displayed in multiple languages.		Box UI is available in multiple languages.
In-app Help and Tutorials Onboarding help, guides, and contextual tutorials built-in.		In-app tutorials and help are available for onboarding and contextual guidance.
Theme/Brand Customization White-labeling or branding capabilities.		White-labeling and brand customization available to enterprise clients.
Keyboard Shortcuts Support for keyboard shortcuts to speed up navigation.		Keyboard shortcuts are supported for navigation, uploading, and search.
Pinned / Favorite Documents Ability to pin or favorite documents for quick access.		Files and folders can be pinned or favorited for quick access.
Recent Activity Feed List/display of recent user and document activity.		Recent user and document activity is visible in dashboard and user feed.
Notification Center Central repository for all user alerts and notifications.		Notification Center consolidates workflow and security alerts.

Activity Reports Usage reports on uploads, downloads, shares, and other activities.		Box provides downloadable activity reports covering uploads, downloads, and sharing.
Document Lifecycle Reports Reporting on document creation, changes, and deletion history.		Document lifecycle reports are available via admin console.
Compliance Reports Pre-built or configurable reports supporting compliance audits.		Compliance reports are pre-built and customizable for regulatory audits.
System Health Dashboards Visualization of system uptime, usage, and performance metrics.		System health, usage, and performance dashboards are visible to admins.
Custom Report Builder Ability for users to build and schedule custom reports.		Custom report builder is supported through admin console and API.
Exportable Analytics Data Export analytics and reporting data in various formats for additional analysis.		Analytics and reporting data can be exported in various common formats.
Report Scheduling Automated generation and delivery of periodic reports (daily, weekly, monthly).		Admins can schedule automated delivery of reports via Box and email.
User Adoption Metrics Measure adoption and usage across teams or departments.		User adoption and engagement metrics are reported in the admin panels.
Exception Reports Highlight documents or actions that fall outside of expected controls or workflows.		Exception reporting can be configured for workflows and compliance purposes.
API Access to Reports Developer access to raw report data via API.		API access to reports is available for developers/enterprise clients.

Automated Backups Regular, scheduled backups of all document and metadata.		Automated, periodic backups performed for all content.
Backup Frequency Interval at which backups are performed.		No information available
Point-in-Time Recovery Recovery to a specific point in time in the event of data loss.		Box supports point-in-time file and folder recovery.
Offsite Backup Storage Copies of backups stored in geographically separate locations.		Box backups are stored offsite in geographically redundant data centers.
Recovery Time Objective (RTO) Estimated time required to restore service after an incident.		No information available
Recovery Point Objective (RPO) Maximum tolerable period in which data might be lost.		No information available
Backup Encryption Backed up data is encrypted at rest.		Backup data is encrypted at rest.
Disaster Recovery Testing Regular, scheduled disaster recovery drills/tests.		Regular disaster recovery and business continuity tests are cited in Box Trust Center.
Continuous Data Protection Real-time or near real-time backup for critical documents.		Box employs near-real-time replication for data protection in its infrastructure.
Backup Verification Automated verification to ensure backup integrity and completeness.		Box uses automatic verification tools to ensure backup data integrity.

Native Mobile Apps Availability of dedicated iOS and Android applications.		Native iOS and Android apps are available for Box.
Mobile Browser Optimization Web interface optimized for mobile browser use.		Box web interface is optimized for mobile browsers.
Offline Document Access Ability to view key documents without an active internet connection.		Mobile app allows offline access to selected documents.
Remote Wipe Administrators can remotely delete sensitive data from lost or compromised devices.		Remote wipe available for Box mobile app via MDM/EMM integrations.
Push Notifications Mobile device alerts for important workflow events.		Mobile push notifications supported for workflow and document activity.
Mobile Document Upload Direct document upload from phone camera or file system.		Mobile apps allow direct upload from device camera/files.
Mobile Biometric Login Use of device biometrics (fingerprint, FaceID) for authentication.		Mobile biometric login is supported (FaceID/fingerprint) on iOS/Android.
Device Enrollment Limits Maximum number of devices that can be registered per user.		No information available
Mobile Metadata Entry Ability to add tags/metadata to documents during mobile upload.		Tags and metadata can be added during upload via mobile app.
Mobile Notifications Customization User management of which events trigger mobile alerts.		Users can configure app notifications and event triggers.

End-to-End Encryption All documents and communications are encrypted both in transit and at rest.		Box advertises bank-grade encryption for files in transit and at rest.
Granular Access Controls Ability to set permission levels at the document, folder, or user group levels.		Box supports granular access controls, allowing permissions at file, folder, and user group levels.
Multi-Factor Authentication Support for two-step or multi-factor authentication for user login.		Box supports two-factor authentication and other multi-factor authentication methods.
Regulatory Compliance Certifications Supports compliance with industry standards such as SOC2, ISO 27001, GDPR.		Box is SOC 1/2/3, ISO 27001, and GDPR compliant per public documentation.
Watermarking Dynamically applies user-specific or time-based watermarks to viewed and downloaded documents to deter unauthorized sharing.		Box offers watermarking for documents to prevent unauthorized sharing.
Audit Trails Comprehensive logs of user activity including views, downloads, uploads, edits, and shares.		Box provides audit trails that track uploads, downloads, views, and shares.
Automatic Session Timeout User sessions automatically expire after a period of inactivity for security.		Automatic session timeout is supported for security compliance.
Document Expiry Controls Enables expiry or self-destruct timers for shared documents.		No information available
Digital Rights Management (DRM) Prevents printing, copying, or forwarding of selected sensitive documents.		Box Governance supports document controls like preventing download/printing and retention management, akin to DRM.
Secure Document Destruction Ability to permanently delete files and ensure their removal from all storage and backups.		Box allows permanent deletion of files, and retention policies extend to backups.
Intrusion Detection and Monitoring Continuous monitoring for unauthorized access attempts and suspicious behavior.		Intrusion detection and continuous monitoring are included as part of Box enterprise security.
Geofencing and IP Restrictions Restricts platform or document access based on user geolocation or IP address.		Box Shield features include geofencing/IP restrictions.

Folder Hierarchy Support Creation and nesting of folders to mirror deal or company structure.		Supports folder hierarchies with unlimited subfolders.
Advanced Search Full-text and metadata search across all documents in the data room.		Box has advanced search capabilities including metadata and full-text search.
Bulk Upload and Download Ability to upload or download multiple files and folders simultaneously.		Box allows bulk upload and download of files and folders.
Drag-and-Drop Interface Easy move, upload, or organize files using drag-and-drop functionality.		Drag-and-drop supported in web UI and desktop app.
Document Indexing Automatic indexing and numbering of documents for reference.		Box can automatically index and number documents via folder structure and metadata.
Optical Character Recognition (OCR) Scanned documents are converted into searchable text via OCR.		OCR capabilities are supported through Box’s built-in preview and integrations.
Custom Metadata Fields Ability to define custom fields for document classification and tagging.		Custom metadata fields are supported via Box’s metadata templates.
Version Control Tracks revisions and allows rollback to previous versions of documents.		Version control is a standard feature in Box, including rollback and file history.
Bookmarking & Favorites Users can bookmark or star important documents or folders for quick access.		Box allows users to mark files/folders as favorites for quick access.
Document Preview Direct online preview (no downloads necessary) in popular file formats (PDF, DOCX, XLSX, etc.).		Box supports document preview in-browser for multiple formats.

Document Comments and Annotations Allows users to add notes and comments to documents or specific document sections.		Comments and annotations are supported on Box files for collaboration.
Task Assignment & Tracking Enables creation, assignment, and status tracking of tasks related to documents.		No information available
Integrated Q&A Modules Structured question-and-answer flow between investors, target companies, and advisors.		Box offers a Q&A module via Box Relay and third-party workflow integrations.
Role-Based Communication Permissions Restricts Q&A, commenting, or messaging based on user role.		Role-based commenting and messaging permissions are configurable in Box.
Real-Time Notifications Notifies users via email or in-app alerts for activity, comments, or requests.		Box sends real-time notifications for document activity and comments.
Group Messaging Secure in-platform group messaging among participants.		Group messaging is supported via Box Notes and group commenting.
Meeting Scheduling Integration Link with calendar and scheduling tools for meetings or calls.		No information available
Discussion Threads Create threaded discussions around documents or issues.		No information available

Role-Based Access Create and assign roles (e.g., admin, investor, advisor, uploader) with configurable permissions.		Box features role-based access control with fine-grained permissions.
Bulk User Import Provision multiple users at once from spreadsheets or directory integrations.		Bulk user import is available via CSV import and directory integrations.
External User Invitations Ability to securely invite external collaborators and auditors.		External invitations are supported for auditors and clients through secure sharing.
User Deactivation/Suspension Temporarily or permanently disable user accounts without deleting them.		Box admins can deactivate/suspend users without deleting accounts.
Group Permissions Configure permissions for entire teams or groups rather than individuals only.		Group permissions are possible for teams and entire departments.
Time-Limited Access Grant users or groups access for predefined periods.		No information available
User Impersonation Admins can view the platform as a particular user for troubleshooting.		No information available

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Product analysis by function

Document Management for Operations

Document Capture (4 Yes /4 Known /11 Possible features)

Document Storage & Archiving (8 Yes /8 Known /10 Possible features)

Search & Retrieval (6 Yes /6 Known /9 Possible features)

Workflow & Automation (7 Yes /7 Known /9 Possible features)

Collaboration & Sharing (6 Yes /6 Known /8 Possible features)

Security & Compliance (8 Yes /8 Known /9 Possible features)

Integration & Interoperability (7 Yes /7 Known /8 Possible features)

Usability & User Experience (7 Yes /7 Known /9 Possible features)

Reporting & Analytics (8 Yes /8 Known /9 Possible features)

E-Signature & Authorization (7 Yes /7 Known /9 Possible features)

Document Management Systems for Fund Operations

Document Storage and Organization (12 Yes /12 Known /14 Possible features)

Document Access and Security (14 Yes /14 Known /14 Possible features)

Search and Retrieval (11 Yes /11 Known /13 Possible features)

Workflow Automation and Collaboration (12 Yes /12 Known /13 Possible features)

Integration and Interoperability (10 Yes /10 Known /12 Possible features)

Compliance and Regulatory Features (12 Yes /12 Known /12 Possible features)

Performance and Scalability (4 Yes /4 Known /10 Possible features)

User Experience and Interface (11 Yes /11 Known /11 Possible features)

Reporting and Analytics (10 Yes /10 Known /10 Possible features)

Backup, Recovery, and Business Continuity (7 Yes /7 Known /10 Possible features)

Mobile and Remote Access (9 Yes /9 Known /10 Possible features)

Data Room Solutions for Due Diligence

Security and Compliance (11 Yes /11 Known /12 Possible features)

Document Management and Organization (10 Yes /10 Known /10 Possible features)

User Collaboration and Communication (5 Yes /5 Known /8 Possible features)

User Management and Permissions (5 Yes /5 Known /7 Possible features)

Usability and User Experience (6 Yes /6 Known /7 Possible features)

Integration and Interoperability (6 Yes /6 Known /6 Possible features)

Reporting and Analytics (4 Yes /4 Known /5 Possible features)

Performance and Scalability (0 Yes /0 Known /5 Possible features)

Support and Service (4 Yes /4 Known /5 Possible features)

Pricing and Contract Flexibility (4 Yes /4 Known /5 Possible features)

Document Management Systems for Operations and Finance

Security and Compliance (10 Yes /10 Known /10 Possible features)

Document Storage and Organization (8 Yes /8 Known /11 Possible features)

Collaboration and Workflow (10 Yes /10 Known /10 Possible features)

Integration Capabilities (9 Yes /9 Known /10 Possible features)

Audit and Reporting (8 Yes /8 Known /10 Possible features)

User Experience and Accessibility (10 Yes /10 Known /10 Possible features)

Document Lifecycle and Governance (8 Yes /8 Known /10 Possible features)

Performance and Reliability (5 Yes /5 Known /10 Possible features)

Cost and Licensing (8 Yes /8 Known /10 Possible features)

Customer Support and Vendor Stability (10 Yes /10 Known /10 Possible features)

Customization and Extensibility (10 Yes /10 Known /10 Possible features)

Document Management Systems for Wealth Management

Security and Compliance (10 Yes /10 Known /10 Possible features)

Document Organization and Search (9 Yes /9 Known /10 Possible features)

Collaboration and Workflow (4 Yes /4 Known /10 Possible features)

Integration Capabilities (3 Yes /3 Known /10 Possible features)

Client Portal and Access (8 Yes /8 Known /10 Possible features)

Document Capture and Input (3 Yes /3 Known /10 Possible features)

Scalability and Performance (0 Yes /0 Known /10 Possible features)

Usability and User Experience (1 Yes /1 Known /10 Possible features)

Reporting and Analytics (0 Yes /0 Known /10 Possible features)

Administration and Maintenance (4 Yes /4 Known /10 Possible features)

Cost and Licensing Flexibility (3 Yes /3 Known /10 Possible features)

Document Management Systems for Client Services

Security & Access Control (13 Yes /13 Known /13 Possible features)

Document Storage & Organization (11 Yes /11 Known /13 Possible features)

Compliance & Audit (9 Yes /9 Known /12 Possible features)

User Experience & Accessibility (9 Yes /9 Known /11 Possible features)

Collaboration & Workflow (10 Yes /10 Known /10 Possible features)

Integration & API (9 Yes /9 Known /10 Possible features)

Performance & Reliability (7 Yes /7 Known /9 Possible features)

Client Communication & Portal (8 Yes /8 Known /9 Possible features)

Reporting & Analytics (9 Yes /9 Known /9 Possible features)

Client Onboarding & Account Management (8 Yes /8 Known /10 Possible features)

Maintenance & Support (9 Yes /9 Known /10 Possible features)

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Document Capture
(4 Yes /4 Known /11 Possible features)

Document Storage & Archiving
(8 Yes /8 Known /10 Possible features)

Search & Retrieval
(6 Yes /6 Known /9 Possible features)

Workflow & Automation
(7 Yes /7 Known /9 Possible features)

Collaboration & Sharing
(6 Yes /6 Known /8 Possible features)

Security & Compliance
(8 Yes /8 Known /9 Possible features)

Integration & Interoperability
(7 Yes /7 Known /8 Possible features)

Usability & User Experience
(7 Yes /7 Known /9 Possible features)

Reporting & Analytics
(8 Yes /8 Known /9 Possible features)

E-Signature & Authorization
(7 Yes /7 Known /9 Possible features)

Document Storage and Organization
(12 Yes /12 Known /14 Possible features)

Document Access and Security
(14 Yes /14 Known /14 Possible features)

Search and Retrieval
(11 Yes /11 Known /13 Possible features)

Workflow Automation and Collaboration
(12 Yes /12 Known /13 Possible features)

Integration and Interoperability
(10 Yes /10 Known /12 Possible features)

Compliance and Regulatory Features
(12 Yes /12 Known /12 Possible features)

Performance and Scalability
(4 Yes /4 Known /10 Possible features)

User Experience and Interface
(11 Yes /11 Known /11 Possible features)

Reporting and Analytics
(10 Yes /10 Known /10 Possible features)

Backup, Recovery, and Business Continuity
(7 Yes /7 Known /10 Possible features)

Mobile and Remote Access
(9 Yes /9 Known /10 Possible features)

Security and Compliance
(11 Yes /11 Known /12 Possible features)

Document Management and Organization
(10 Yes /10 Known /10 Possible features)

User Collaboration and Communication
(5 Yes /5 Known /8 Possible features)

User Management and Permissions
(5 Yes /5 Known /7 Possible features)

Usability and User Experience
(6 Yes /6 Known /7 Possible features)

Integration and Interoperability
(6 Yes /6 Known /6 Possible features)

Reporting and Analytics
(4 Yes /4 Known /5 Possible features)

Performance and Scalability
(0 Yes /0 Known /5 Possible features)

Support and Service
(4 Yes /4 Known /5 Possible features)

Pricing and Contract Flexibility
(4 Yes /4 Known /5 Possible features)

Security and Compliance
(10 Yes /10 Known /10 Possible features)

Document Storage and Organization
(8 Yes /8 Known /11 Possible features)

Collaboration and Workflow
(10 Yes /10 Known /10 Possible features)

Integration Capabilities
(9 Yes /9 Known /10 Possible features)

Audit and Reporting
(8 Yes /8 Known /10 Possible features)

User Experience and Accessibility
(10 Yes /10 Known /10 Possible features)

Document Lifecycle and Governance
(8 Yes /8 Known /10 Possible features)

Performance and Reliability
(5 Yes /5 Known /10 Possible features)

Cost and Licensing
(8 Yes /8 Known /10 Possible features)

Customer Support and Vendor Stability
(10 Yes /10 Known /10 Possible features)

Customization and Extensibility
(10 Yes /10 Known /10 Possible features)

Security and Compliance
(10 Yes /10 Known /10 Possible features)

Document Organization and Search
(9 Yes /9 Known /10 Possible features)

Collaboration and Workflow
(4 Yes /4 Known /10 Possible features)

Integration Capabilities
(3 Yes /3 Known /10 Possible features)

Client Portal and Access
(8 Yes /8 Known /10 Possible features)

Document Capture and Input
(3 Yes /3 Known /10 Possible features)

Scalability and Performance
(0 Yes /0 Known /10 Possible features)

Usability and User Experience
(1 Yes /1 Known /10 Possible features)

Reporting and Analytics
(0 Yes /0 Known /10 Possible features)

Administration and Maintenance
(4 Yes /4 Known /10 Possible features)

Cost and Licensing Flexibility
(3 Yes /3 Known /10 Possible features)

Security & Access Control
(13 Yes /13 Known /13 Possible features)

Document Storage & Organization
(11 Yes /11 Known /13 Possible features)

Compliance & Audit
(9 Yes /9 Known /12 Possible features)

User Experience & Accessibility
(9 Yes /9 Known /11 Possible features)

Collaboration & Workflow
(10 Yes /10 Known /10 Possible features)

Integration & API
(9 Yes /9 Known /10 Possible features)

Performance & Reliability
(7 Yes /7 Known /9 Possible features)

Client Communication & Portal
(8 Yes /8 Known /9 Possible features)

Reporting & Analytics
(9 Yes /9 Known /9 Possible features)

Client Onboarding & Account Management
(8 Yes /8 Known /10 Possible features)

Maintenance & Support
(9 Yes /9 Known /10 Possible features)

Modern Intuitive UI Clean, responsive design compatible with modern browsers and devices.		Modern, intuitive, responsive UI, compatible with all browsers and devices.
Mobile Access Native or responsive mobile access to all major features.		Box offers native mobile apps and responsive mobile web access.
Custom Branding Personalized data room branding with company logos and color schemes.		Custom branding is available for enterprise plans.
Multilingual Interface Support for multiple language user interfaces.		Box supports a multilingual interface (e.g. English, French, German, Japanese etc.)
Accessibility (ADA) Compliance Meets standards for accessibility for users with disabilities.		Box website states compliance with major accessibility standards; supports screen readers and WCAG.
Fast Load Time Typical time for data room or document preview to load.		No information available
Onboarding and Help Guides Integrated, interactive onboarding and context-aware help.		Box features comprehensive onboarding and interactive help guides.

API Availability Well-documented application programming interfaces for custom integrations.		Box API is well-documented for developers and integrations.
Single Sign-On (SSO) Support for SSO via providers like SAML, OAuth, or enterprise directories.		Single Sign-On: Box supports SAML, OAuth and various SSO providers.
Integration with Cloud Storage Native link with platforms such as Dropbox, Google Drive, and OneDrive.		Box integrates natively with Google Drive, OneDrive, Dropbox etc.
Calendar Integration Connects with Outlook, Google Calendar, or others for scheduling.		Calendar integration is available via Outlook and Google Calendar integrations for workflow tasks and notifications.
Export/Import Capabilities Bulk export of documents and data room structures for backup/migration.		Bulk export/import for backup/migration possible via Box Admin Console.
Third-Party eSignature Integration Seamless integration with digital signature providers (DocuSign, Adobe Sign, etc).		Box integrates with DocuSign, Adobe Sign, and other eSignature providers.

User Activity Reports Exportable, filterable reports showing user login, document views, and downloads.		User activity reports available through Box analytics and admin dashboards.
Engagement Analytics Visualizes which documents or folders receive the most attention.		Box provides document/folder engagement analytics dashboards.
Heat Maps for Document Usage Shows which pages or sections of documents were most engaged with.		No information available
Exportable Dashboards Dashboards that can be exported as PDFs, CSVs, or images.		Analytics dashboards are exportable in Box as CSV/Excel formats.
Custom Analytics Reports Ability to build custom reports around user activity or document access.		Custom analytics and reporting are available using Box reporting tools.

Concurrent User Support Number of users that can access the platform at the same time without performance degradation.		No information available
Maximum File Size Largest single file that can be uploaded or previewed.		No information available
Maximum Data Room Size Total storage capacity per project or data room.		No information available
Uptime Guarantee Service Level Agreement uptime metrics.		No information available
Document Preview Speed Average or 99th percentile time to render a preview of a typical document after click.		No information available

24/7 Support Availability Help desk available around the clock via phone, chat, or email.		Box offers 24/7 support via various channels for enterprise customers.
Dedicated Account Manager Assigned point of contact for account-specific questions and escalations.		Dedicated account managers available for Box enterprise plans.
Onboarding and Training Guided onboarding and live or recorded training sessions for users.		Guided onboarding and live/recorded training are provided for new users.
Knowledge Base Access Comprehensive help articles, guides, and FAQs.		Box Help Center and knowledge base accessible to all users.
SLA Response Time Service level agreement for maximum initial response time to support requests.		No information available

Data Encryption Files are encrypted at rest and during transmission.		Box advertises bank-grade security with encryption at rest and in transit, meeting industry requirements.
Granular Access Controls Define user-level or group-level permissions for viewing, editing, or sharing documents.		Box supports extensive permission controls at the user and group level for document access.
Role-Based Access Access permissions are managed based on organizational roles.		Box allows for role-based access frameworks, per its documentation and admin controls.
Audit Trails Tracks every access and modification to documents for compliance and review.		Box provides audit trails for file activity, supporting compliance requirements.
Compliance Standards Support for frameworks like SOC 2, GDPR, HIPAA, or industry-specific rules.		Box lists compliance with major standards like SOC 2, GDPR, HIPAA and more.
Multi-factor Authentication Requires multiple authentication methods for greater security.		Box supports multi-factor authentication to enhance login security.
Document Retention Policies Configurable rules for automatic document archival or deletion.		Box has configurable document retention and deletion policies for governance.
Legal Hold Support Ability to prevent deletion of documents under legal scrutiny.		Box supports legal holds to prevent deletion of content under investigation.
Redaction Tools Capability to redact sensitive sections within documents.		Redaction tools are available in Box Governance features.
IP Whitelisting/Blacklisting Restrict or allow access by IP address.		Box allows access restriction by IP address (Enterprise settings).

Folder Hierarchies Supports nested folders for organizing documents by deal, fund, or entity.		Folder hierarchies are a core file/folder organizing feature in Box.
Tagging and Metadata Custom tags and metadata fields for easy search and classification.		Box supports custom tagging and metadata fields to aid document classification.
Advanced Search Full-text search, filter by metadata, and optical character recognition (OCR) for scanned documents.		Box offers advanced search, including full-text and metadata search; OCR is supported on some plans.
Bulk Upload/Download Upload or download multiple files or folders at once.		Bulk upload/download is available via Box web and APIs.
Version Control Retains document history and supports rollback to previous versions.		Version control is a standard Box feature for all files.
Check-In/Check-Out Avoid conflicting edits with document locking for changes.		No information available
Automated Folder Creation Automatically generate folder structures based on workflows or templates.		Box Relay supports automated folder creation tied to workflow automation.
Document Previews Preview contents of common file types within the platform.		Document previews for most common file types (PDF, Office, images) are integral to Box.
File Size Limit Maximum file size supported per upload.		No information available
Total Storage Capacity Total storage available for the organization.		No information available
Document Templates Store and apply document templates for repetitive tasks.		Document templates can be uploaded, stored, and reused as part of core functionality.

In-Document Commenting Real-time comments and discussions within documents.		Box Notes and in-document commenting are supported for various file types.
Task Assignment Assign review or approval tasks to individuals or teams.		Box allows task assignment and workflow actions (via Box Relay/additional features).
Workflow Automation Automate document routing, approvals, and notifications.		Box Relay provides workflow automation for document tasks, approvals, and notifications.
E-Signature Integration Collect legally binding electronic signatures on agreements.		E-signature integration via Box Sign and partner integrations (e.g., DocuSign).
Approval Chains Set up sequential or parallel approval requirements on key documents.		Approval chains/sequences are possible by configuring workflows in Box Relay.
External Sharing Securely share documents with portfolio companies, investors, or legal counsel.		Box enables secure external sharing via links and permissioned access for clients/investors.
Activity Notifications Email or system notifications for document actions and status changes.		Email and in-app notifications about document activity are standard.
Watermarking Automatically watermark downloaded or shared files.		Watermarking is available in Box Shield (advanced security add-on).
Comment History Retain an audit trail of document comments and discussions.		Comment history is preserved within the file's activity timeline in Box.
Co-authoring Multiple users can edit documents simultaneously.		Co-authoring is allowed via Box Notes and Office 365/Google Workspace integrations.

APIs Robust API access for custom integrations and automation.		Box has robust and well-documented APIs for automation and integration.
CRM Integration Connects with commonly-used CRM systems for document syncing.		Box connects to major CRM systems (e.g., Salesforce integration).
Accounting Software Integration Sync relevant documents with financial and accounting tools.		Box integrates with accounting tools such as NetSuite, QuickBooks via platform partners or API.
Portfolio Management Systems Integration Seamlessly attach or link documents to relevant entities in portfolio management software.		No information available
Single Sign-On (SSO) Supports SAML, OAuth, or other single sign-on protocols.		Single Sign-On via SAML, Okta, Azure AD and more is a standard enterprise feature.
Cloud Storage Integration Integrates with cloud storage providers (e.g., Box, Dropbox, Google Drive).		Integrates with cloud storage partners and can connect external libraries (e.g., Google Drive integrations).
Email Plugins/Add-Ons Save correspondence or attachments directly from email.		Box offers email plugins for Outlook and Gmail for direct saves.
Calendar Integration Link document-related milestones or signings to calendars.		Calendar event integration through partnerships (e.g., Outlook, Google Calendar) is supported.
Custom Webhooks Trigger external workflows based on document events.		Custom webhooks for workflow triggers are available (developer platform).
Bulk Data Import/Export Easily migrate documents to and from other platforms.		Bulk import/export tools and third-party migration tools are available.

Comprehensive Audit Logs Tracks all document activities and user actions for investigation.		Box provides comprehensive audit logs for file activity, available via Admin Console.
Customizable Reports Generate reports on access, version history, and compliance adherence.		Supports customizable access and activity reports.
Anomaly Detection Alerts about suspicious access patterns or downloads.		Anomaly detection is a feature of Box Shield for monitoring suspicious activity.
Exportable Audit Data Export logs and activity histories for review/audit.		Audit data is exportable via admin and reporting tools.
User Access Reports Report showing who has accessed which documents.		User/file access reporting is standard for admins.
Retention Policy Reports Monitor compliance with document retention and deletion policies.		Retention policy compliance reporting is integrated with Box Governance.
Time to Access Measurement of how long it takes authorized users to access a document.		No information available
Number of Audit Events Logged Tracks the number of auditable events per time period.		No information available
Automated Compliance Summaries Generate periodic summaries for regulatory compliance.		Automated compliance summaries can be produced via reporting and APIs.
Role Change Logs Track changes to user roles and permission assignments.		Role change logs are tracked in the Admin Console.