Streamline your business processes for greater efficiency with cost-efficient, flexible, and easy-to-use tools that help you begin realizing the benefits of a paperless office immediately—without special equipment, complicated software installation or lengthy training.

 

eSignature:  using DocuSign® technology, remote access to document signing can save substantial amounts of time by eliminating the faxing, scanning and emailing of documents.  Forms are automatically uploaded to the home office for processing and imaging. 

 

 

Remote Deposit: No Trips to the Bank.  With Remote Deposit, advisors can use their smart phone to take a picture of the check and electronically send it to the bank.

 

 

iDoc:  Documents are scanned and logged into the iDoc document management system and automatically uploaded. Since iDoc meets SEC rule 17a-4(f) for electronic file retention, advisors can destroy the original documents, eliminating physical paper files and freeing up office space.