Wealth Management

An effective document management solution can help you achieve greater operational efficiency, reduce costs and increase client, staff and partner satisfaction.

Wealth management organizations are paper intensive businesses operating in a highly dynamic and compliance driven industry. The sheer number of documents can create an insurmountable undertaking when it comes to physically storing and retrieving them when needed. Additionally, the information contained in the client’s financial portfolios is confidential and requires handling and storage in a secure manner.

Financial managers spend a great deal of their time reading, researching, taking notes, analyzing and collecting data, collaborating with colleagues and advising clients. The implementation of an effective electronic document management system to store and retrieve this information is an essential element for sustaining a productive, efficient and competitive organization.

We understand the complexities of the financial services industry and offer the solutions that will help to streamline how information is shared and accessed across every business line enterprise-wide, making your organization run smarter.

Designed to streamline the collection, identification and organization of your documents and files, and enable you to efficiently manage your processes.

A single point of access for your clients and partners to upload and download documents and files, and for you to present information to them. Our team will customize a portal with your brand, logo and identity so your clients can associate it with your company.

We've partnered with DocuSign to automatically import eSigned documents (including the Certificate of Completion) into our Document Management and Delivery System (DMDS).

Secure & Compliant

Multi-layered security and rule-based access control enable you to grant file level and document level access to specific users throughout various stages of your business process. Audit logs track all actions at both document and file levels.

Using our web services API, data services utility and push notification system, our team will develop and integrate DMDS with your current insurance software system.