Features Overview
oklido provides a comprehensive set of features for managing investment documents.
Core Features
Document Management
Upload, organise, search, and manage all your investment documents in one place.
Email Integration
Connect Gmail or Outlook to automatically capture documents from your inbox.
Smart Folders
Automatically organise documents based on custom rules and criteria.
External Access
Securely share documents with family members, beneficiaries, and advisors.
AI Classification
Automatic document type detection and metadata extraction.
Feature Comparison by Plan
| Feature | Free | Pro | Family/Trust | Enterprise |
|---|---|---|---|---|
| Document Storage | 100 docs | 5,000 docs | 50,000 docs | Unlimited |
| File Upload Size | 10 MB | 100 MB | 500 MB | Unlimited |
| Storage Space | 500 MB | 50 GB | 500 GB | Unlimited |
| Email Sources | 1 | 5 | 3 | Unlimited |
| Smart Folders | - | Yes | Yes | Yes |
| External Access | - | Yes | Yes | Yes |
| Audit Logs | - | Yes | Yes | Yes |
| Custom Tags | - | Yes | Yes | Yes |
| Priority Support | - | - | Yes | Yes |
Security Features
All plans include:
- End-to-end encryption for documents at rest and in transit
- Two-factor authentication (2FA) support
- SOC 2 Type II compliant infrastructure
- GDPR compliant data handling
- UK data residency (AWS London region)