Annual subscription $8,640 /year
Try Upmonth Now

Note: Minimum 2 users and 1 year subscription. Contact us directly to discuss Site Licenses.

Annual subscription $8,640 /year
Try Upmonth Now

Note: Minimum 2 users and 1 year subscription. Contact us directly to discuss Site Licenses.

Intelligent Uploading

Get back to work fast. Drag-and-drop or email your files. Your uploads are organized in the background. Find a file, and you can view the email that delivered it.

2FA Sign in Protocol

For additional peace of mind, you sign in with two-factor authentication (via email). The extra layer of security is designed to ensure you are the only one who can access your account, even if your password is compromised.

Inbox Zero

Is your mailbox bloated? Receive files in your dedicated Upmonth library for easy, secure archival and retrieval. Upmonth scans your emails for document links and automatically adds the file to your library. You won't have to click on a malicious link again.

Secure Collaboration

Empower your team to share its knowledge without jeopardizing security. You can set granular security features to hide confidential documents with key terms.

Custom Team & Division Privileges Setup

Setup is simple, and access is secure across the application. Teams that need to keep certain documents only visible to themselves can enable cascading privileges by creating divisions and enabling specific team member access.

All of your knowledge in one place

Email a document to your library, and save the conversation. Search for the sender or the document, and find both. It's that easy.

Fastest Finder

Find documents when you need it. No one asks, "where did you file that?" If you are, it's time to upgrade your systems.

24/7 File Synchronization

All your incoming and old files are with you everywhere and at all times. Keep all of your knowledge in your back pocket. Take a meeting in London and keep your team in Singapore up to date in real time. Make decisions with all your documents and the team's support.

Easy to Use

Empower your team to share its knowledge without jeopardizing security. You can set granular security features to hide confidential documents with key terms.

Assisted Document Tagging

Don't waste time filing documents ever again. Your files receive suggested tags like document type, investment fund, effective date, and investment themes. And, if you change your labeling logic, it will change all previous tags for you.

Find patterns in your knowledge

Sift two decades of unstructured data to include in your research work using our intelligent algorithms that connect the dots. Forgotten papers magically appear when you need them.

Never Miss a Document Again

Set an alert and receive an automatic notification. Create custom rules to help your team get its job done better.

Support Most file Types

Upload what you use – PDFs, Word files, spreadsheets, presentations, scanned documents. Your files are read and tabulated in the background so you can find a forgotten file fast.

Install

Difficult discoverability

Hardware maintenance

Legacy development

Security breach

Manual labeling

Information silos

Loss of files

They said:

When it comes to organizing a large volume of investment-related documents, hands down, they are the only game in town.

Pension & Endowment with $100B+ AuA Director; Data Management and Analytics

They said:

For our research, we maintained time-consuming and complicated spreadsheets. We removed the pain and the need for a new hire when we introduced Upmonth to our process."

Alpha Investment Consulting Group Founder

They said:

UPMONTH has allowed us to automate our document retention and tracking processes, saving us a ton of time. Their platform is slick and easy to understand. The Team is very responsive and constantly working on upgrades. They have been a fantastic partner for us.

San Francisco Employees' Retirement System Senior Portfolio Manager

They said:

...reduced many of our micro-stresses.

Pepperdine University Office of Investment Management Director of Investments

They said:

The client service working with us has been exceptional.

Wisconsin Alumni Research Foundation Deputy CIO

They said:

I was promised a lot, so I was sure to be disappointed. I am very happy today.

New York Board of Education Retirement System Director of Investment Strategy

They said:

I am Impressed; being able to organize by asset class and showing all the document types is really helpful. Most of the technology that I’ve seen is not like that. You have to do a raw query from one folder …it just doesn’t work the same. I’m impressed.

Caltech Investment Office Senior Managing Director, Investment Operations

They said:

As an early adopter, we've seen constant improvement. It has centralized, standardized and organized our document collection across our offices globally.

Alvarium Investments Portfolio Manager

State Of The

Art Infrastructure

Forward

Looking Coding

Continuous

App Updates

Machine Intelligence

That Learns

Invitation Only

Community

Super-Charged

Searching

Perpetual

Archiving

They said:

When it comes to organizing a large volume of investment-related documents, hands down, they are the only game in town.

Pension & Endowment with $100B+ AuA Director; Data Management and Analytics

They said:

For our research, we maintained time-consuming and complicated spreadsheets. We removed the pain and the need for a new hire when we introduced Upmonth to our process."

Alpha Investment Consulting Group Founder

They said:

UPMONTH has allowed us to automate our document retention and tracking processes, saving us a ton of time. Their platform is slick and easy to understand. The Team is very responsive and constantly working on upgrades. They have been a fantastic partner for us.

San Francisco Employees' Retirement System Senior Portfolio Manager

They said:

...reduced many of our micro-stresses.

Pepperdine University Office of Investment Management Director of Investments

They said:

The client service working with us has been exceptional.

Wisconsin Alumni Research Foundation Deputy CIO

They said:

I was promised a lot, so I was sure to be disappointed. I am very happy today.

New York Board of Education Retirement System Director of Investment Strategy

They said:

I am Impressed; being able to organize by asset class and showing all the document types is really helpful. Most of the technology that I’ve seen is not like that. You have to do a raw query from one folder …it just doesn’t work the same. I’m impressed.

Caltech Investment Office Senior Managing Director, Investment Operations

They said:

As an early adopter, we've seen constant improvement. It has centralized, standardized and organized our document collection across our offices globally.

Alvarium Investments Portfolio Manager