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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

Position of SunGuard DX in our main categories:


SunGuard DX is one of the top 20 Virtual Data Room Softwareproducts


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

If you are interested in SunGuard DX it could also be a good idea to investigate other subcategories of Best Virtual Data Room Software collected in our database of B2B software reviews.

There are popular and widely used solutions in each software category. But are they automatically the best fit for your company’s unique requirements? A trendy software solution may have thousands of customers, but does it offer what you need? For this reason, do not blindly invest in popular systems. Read at least a few SunGuard DX reviews and consider the aspects that you wish to have in the software such as the price, main tools, available integrations etc. Then, select a few solutions that fit your wants. Try out the free trials of these apps, read online opinions, get explanations from the seller, and do your research thoroughly. This exhaustive research is certain to aid you select the most excellent software application for your organization’s unique requirements.

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

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
Language Support
  • English
Pricing Model
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Cloud Hosted

What Support Does This Vendor Offer?


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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