The Document Management System (DMS) is a relationship management tool. DMS enables Financial Institutions and Financial Professionals to conveniently manage and exchange documents with their clients in a secure environment. Our system allows both sides to create, manage, store and share the documents with one another. The system also enables the Financial Professional the ability to set reminders for follow-ups, modifications, etc.

Benefits to Financial Institutions:

•   Improve customer relationships.
•   Improve information access and speed decision-making.
•   Increase efficiency by eliminating the need to collect, process and route paper files.
•   Provide an integrated view of all documents.
•   Minimize risk by ensuring compliance.
•   Enable cost-efficient customer self-service.
•   Respond quickly to customers.

Benefits to Clients:

• Improve information access and speed decision-making.
• Secure storage for critical documents.
• Selective sharing of information with trusted advisors.
• Timely reminders.