Solution introduction
Our fully integrated document management and workflow 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 business process management 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.
