Document Management and Workflows
Our fully integrated Document Management and Workflows system helps you be more operationally efficient and is a scalable solution for any size office.
Be More Efficient
Leverage our customizable, SEC 17a-4-storage compliant Document Management and Workflows tool to allow home office staff and advisors to store documents electronically. The tool also allows users to view, scan, retrieve and approve documents. This functionality combined with our workflows will save your firm days in processing time and help to reduce Not in Good Order (NIGO) business. Documents sent into the platform by the field can automatically initiate appropriate workflows and eliminate the flow of paper through your firm to enable paperless processing. Storage and filing costs will be reduced while ensuring document storage and audit compliance. Your entire document management process will be streamlined and the experience elevated with e-signature integration.
Learn how one firm leveraged our solutions to fix a long-running pain point in Less Paper. Fewer Problems. Happier Advisors.