IFAs
Fact finds, research, product justification, reports, correspondence, compliance, etc.
= paper.
Increasing regulation within the Financial services sector has resulted in ever increasing levels of documentation being retained by Financial advisers in order to meet the requirements. With the software having been devised and developed , originally for this sector we are fully aware of the issues and frustrations faced by today's IFA's.
However, we learnt that many individuals actually like to see paper and have concerns that moving to a paperless environment could :-
- Mean a complete change to existing filing practice.
- Require a level of IT expertise they simply do not have.
As a result our software has been designed to enable the user to create filing structure which can exactly match their paper version yet still enable the user to move pages around, copy documents within the software, print directly in to the software from external applications, save any file format (e.g. word, excel, pdf, tiff, mp3, video, outlook, etc) ,or scan directly into the software, without the need to be technically minded.
Documents can be “locked” or can be changed with full version control and nothing can be lost. Files can be copied on to external mediums (e.g. memory sticks, cd, dvd, laptops) and both password and date protected in order to provide portability both in respect to client visits, or sending documents to any external compliance support service. However, stringent security measures ensure that controlled access and client confidentiality is always maintained.
Why not watch the demo video to learn more? Or request a live demonstration of our software.
