Built on the SDT Engine.
by Edward Jones
A secure document workflow built on the SDT Engine, used by financial advisors and their clients.
Edward Jones built Secure Document Exchange (SDX) on the Botdoc SDT Engine API. SDX is the workflow Edward Jones financial advisors use to exchange sensitive client documents through a secure transport layer, without asking the client to register for a separate portal.
The public client-facing user guide for SDX is OLM-16043B-A and is published by Edward Jones. This page references only what Edward Jones has put in front of clients in that guide.
This is a Third Party Integration (TPI). Edward Jones built it on the SDT Engine, ships it under their own brand, and supports it inside their own client experience. Botdoc supplied the Engine; Edward Jones supplied the product.
A regulated financial institution wanting a client-facing document exchange has historically had two choices: build a portal in-house (with the registration drop-off and the compliance review that implies) or buy a third-party portal product (with the same drop-off and a new vendor on the BSA exam). Either path means clients log in to something new.
The SDT Engine API lets the institution skip the portal entirely. Clients receive a one-click link. No registration. The institution's compliance posture lives in the transport, not in a fragile new piece of infrastructure.