SunGuard DX Review

SunGuard DX
Our score: 8.7 User satisfaction: N/A
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What is SunGuard DX?

SunGuard DX (Data Exchange) is an industry-leading and flexible data visualization and collaboration solution which allows firms and teams to access, aggregate, organize, and visualize business data; and transform them into valuable insights. Equipped with powerful self-service capabilities, business intelligence tools, and reporting features; this online portal enables users to deliver a seamless and unique visual user experience to their colleagues, clients, and stakeholders; streamline their business processes, and ensure that corporate data and information are always secured and protected.

SunGuard DX offers features which make it easy for firms and their teams to promote and extend their brand, helping them improve their online presence. The solution is also built with a virtual data room that permits them to organize documents and attachments in one place and search for them easily. It provides document parsing capabilities that can divide merged files into individual files. In addition, SunGuard DX has workflow automation features that let users simplify their business processes and gain full control over their tasks. Last but not least, the data visualization and collaboration tool has the ability to connect to multiple data sources, produce dynamic content, and streamline the way users come up with visualizations and business insights related to their data.

Overview of SunGuard DX Benefits

Promote And Extend Your Corporate Brand Online

One of the great features offered by SunGuard DX is that it is not just a solution used for data analysis and visualization, but it also a tool that allows users to promote their brand and optimize their online presence. With SunGuard DX, they can promote and extend their brand by utilizing a virtual data room which they can tailored to their own corporate identity. They can apply custom colors and use cascading style sheets. Moreover,  the solution permits them to share information and content across social media platforms and channels, as well as generate visualizations which layouts render beautifully on mobile devices.

Document Management Features

Document management is another feature available in SunGuard DX. The solution ensures that users are able to organize all the data they need systematically, improve access to documents and attachments, and make their data, documents, and visualizations searchable within its virtual data room. It provides a feature which enables them to easily manage and control digital rights. They can also tag documents, scan them to check if they contain malware, virus, or any harmful content; and generate attachments that are specific to each investor.

PDF And Microsoft Word File Parsing

As part of its document management features, SunGuard DX has document parsing capabilities. For example, it can divide merged PDF files into individual files. Once the PDF files are parsed, they are then packed so users can easily import them into the solution. Merged MS Word files can be parsed too and converted into PDF files.

Workflow Automation

Collaborating on data, insights, and visualizations using SunGuard DX is a breeze. This is because the solution provides workflow management and automation features that assist users in structuring and automating their business processes and tasks, working with their investors, reviewing their documents and attachments, and sending changes to business data like bank account details or wire transfer instructions.

Enable Email Notifications In Workflow Models

SunGuard DX is built with workflow modules which contain common workflow models that can be configured to support one’s business processes. One way of configuring such workflow models is by enabling email notifications. For instance, users can set up and configure a workflow model in such a way that alerts and notifications are sent to users via email once tasks are completed. When tasks are assigned to team members, they can also receive email notifications.

Deliver Dynamic Content

With SunGuard DX, firms and teams can generate interactive visualizations associated with their data and enrich them with dynamic content so that team members, investors, and other stakeholders can easily explore and understand the data and produce meaningful insights about them. They can also access data from multiple sources, organize them in one place, and even combine them together.

Overview of SunGuard DX Features

  • Extend Your Corporate Brand
  • Mobile-Friendly
  • Promote Your Social Channels
  • Document Management
  • Digital Rights Management
  • Investor Specific and General Attachments
  • Virus Scanning
  • Document Tagging
  • Customzable Grids for Viewing Attachments
  • PDF Parsing
  • Mirosoft Word Parsing
  • Data Conversion Team
  • Workflow Enables Collaboration
  • Configurable Workflow Models
  • Email Notifications
  • Set Up Mandatory or Optional Workflows
  • Customizable User Experience
  • Deliver Dynamic Content

SunGuard DX Position In Our Categories

Since companies have distinct business requirements, it is sensible they avoid getting a one-size-fits-all, ”best” business application. Regardless, it would be hard to try to pinpoint such a software solution even among popular software solutions. The efficient step to undertake would be to write down the various main functions which require research like critical features, budget, skill levels of staff, business size, etc. The second step is, you should double down on your research systematically. Go over some SunGuard DX evaluations and explore the other software systems in your shortlist in detail. Such detailed research makes sure you take out unsuitable apps and subscribe to the system that has all the benefits you require company requires for optimal results.

Position of SunGuard DX in our main categories:

TOP 20

SunGuard DX is one of the top 20 Virtual Data Room Software products

If you are considering SunGuard DX it may also be sensible to investigate other subcategories of Virtual Data Room Software gathered in our database of B2B software reviews.

Enterprises have different needs and requirements and no software platform can be just right in such a scenario. It is futile to try to find an ideal out-of-the-box software product that fulfills all your business needs. The smart thing to do would be to customize the solution for your specific wants, staff member skill levels, budget, and other factors. For these reasons, do not hurry and invest in well-publicized leading systems. Though these may be widely used, they may not be the perfect fit for your particular requirements. Do your research, check out each short-listed system in detail, read a few SunGuard DX Virtual Data Room Software reviews, call the seller for clarifications, and finally settle for the product that offers what you require.

How Much Does SunGuard DX Cost?

SunGuard DX Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

SunGuard DX’s SMB and enterprise pricing plan information is available only upon request. Please contact the vendor, and get your quote.

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy Virtual Data Room Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and SunGuard DX reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with SunGuard DX. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Technical details

Devices Supported

  • Windows
  • Linux
  • Mac
  • Web-based


  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are SunGuard DX pricing details?

SunGuard DX Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

SunGuard DX’s SMB and enterprise pricing plan information is available only upon request. Please contact the vendor, and get your quote.

What integrations are available for SunGuard DX?

SunGuard DX seamlessly integrates with Investran, a private equity accounting solution and InvestOne, a fund accounting solution. These solutions are also developed by FIS. In addition, SunGuard DX can be integrated with other data sources.


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Reviewed By Nestor Gilbert
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