Streamlined Document Management for IFAs and Insurance Brokers

Papercloud simplifies compliance, enhances security, and saves you time – so you can focus on your clients.
See how Papercloud works for IFAs and Brokers

Compliance challenges?

Struggling with compliance and document security?

Wasting precious time?

Spending too much time organising and retrieving client files?

Existing system frustrations?

Frustrated with clunky, hard-to-use document management systems?

Fast-track to a quick software demo

Complete the form to let us know who you are and we'll be in touch to give you a quick software overview - no hard sell...

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Papercloud Document Management System (DMS or EDMS) - your own tailored infinite online filing cabinet(s)...

Simplify Compliance

Keep all client documents secure and audit-ready. ISO 27001 Accreditation - Security as standard!

Save Time

Spending too much time organising and retrieving client files?

Easy To Use

No IT skills required, so your team can get started right away.

  • "Papercloud has been a game-changer for our IFA business. It’s so easy to use, and the visual previews save us hours every week."
    Mary D - Paraplanner
    IFA business - 201-500 Employees
  • "My experience of Papercloud has been extremely satisfactory. It allows us to have quick and easy access to all the files we need and the cabinet set-up and templates helps to index the files to simplify use.."
    Chris P - Account Director
    Insurance Company - 201-500 Employees
  • "Pretty boshing in all honesty. I'd recommend. It's unreal at managing documents and pulling them off other systems."
    Tom C - Technical Support
    IFA Business - 11-50 Employees
  • "Been using Papercloud for 18 months and I like it a lot. I hadn't used Papercloud at previous companies but wish I had been introduced to it sooner."
    Michele P - Client Services Administrator
    IFA Business - 201-500 Employees

What makes Papercloud different?



Unlike traditional systems, Papercloud is designed for the unique needs of financial professionals.

No complex 'indexing' (adding system data to your documents), no steep learning curves – just a simple, intuitive interface that works the way you do.

Papercloud plays nicely with your back office system

Our 'Jump' feature means you can head straight into your client's file in Papercloud from their records in these industry-leading software platforms;



Papercloud: The Ultimate Document Management Solution

Welcome to the future of document management. Say goodbye to disorganized files, lost paperwork, and endless hours of searching. Say hello to Papercloud - the game-changing solution that will revolutionize the way you handle documents.

Streamline Your Workflow

Papercloud is designed to streamline your workflow and boost productivity. With its cutting-edge technology, you'll experience seamless document storage, retrieval, and sharing. No more wasted time searching for important files or worrying about version control. Papercloud has got you covered.

Security You Can Trust

Your data's security is our top priority. Papercloud employs state-of-the-art encryption and multi-layered security protocols to safeguard your sensitive documents. Rest easy knowing that your information is protected at every step. Ideal for businesses working within 'Compliance' orientated industries - upload your documents to our secure cloud safe in the knowledge they will be there whenever you need them.

We're also ISO 27001 accredited.... 

Seamless Integration

Papercloud integrates with many of the existing industry standard systems and applications - Intelliflo, Curo and Xplan for example. Connect with our cloud storage platform and collaborate effortlessly with your team. Say goodbye to compatibility issues - Papercloud has you covered.

Affordable and Scalable

We understand the needs of businesses of all sizes. That's why Papercloud offers flexible pricing plans to suit your requirements. Start small and scale up as your business grows - it's that simple.

Experience the Papercloud Difference

Ready to revolutionize the way you manage documents? Join thousands of satisfied customers who are already experiencing the Papercloud difference. Take the first step toward a more efficient, secure, and productive future.

Here's a couple of helpful videos - one's an explainer showing how Papercloud resembles a traditional filing cabinet, the other features some of our happy customers...

Take a quick look at Papercloud's User Interface

File Navigation
Drag & Drop
User Maintenance

Papercloud - in a nutshell...

Papercloud is built to be fast and easy to use, right from the start.

Staff can 'fire and forget' knowing their documents are stored securely in our cloud.

Users 'drag and drop' documents via a really intuitive, simple internet browser window.
Built and supported right here in West Yorkshire, UK.

Rest easy knowing we're ISO 9001 (Quality) and ISO 27001 (Online Information Security) accredited.

Full rest API available for those who want a deeper integraton with their back-office system.

Want to take a better look? Click the button and fill out our contact form

Watermark Technologies Ltd
Unit 5, Quayside House,
Salts Mill Road,
Shipley,
BD18 3ST

Email Us

info@watermarktech.co.uk

Call Us

+44(0)1274 926300

Opening Hours

Monday – Friday – 9:00am – 5:00pm

Get Directions

Complete this form and we'll be in touch...

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Accreditations

ISO 27001 certification highlighting information security management complianceISO 9001 certification document for quality management systems
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