As the number of high net worth individuals and families increase, financial service providers are investing in comprehensive private banking and wealth management services. However, today’s wealth manager must juggle time spent advising with handling transactions, keeping abreast of the markets, and managing multiple types of paper-based and electronic files.

Whether you manage a large institution or are a small investment firm, you know that paper is the least secure form of media – yet regulatory compliance and client protection often demand duplicate paper and electronic files.

Is there a better way?
Yes.

Our Wealth Management solutions ensure that your client documents, emails, faxes, and records are securely captured and account information efficiently managed in a central repository.  Each investment document type has a unique identifier that allows permission-based routing and auditable versioning – along with easy search, retrieval and archiving.

And for ease of service, your client information can be displayed in financial applications that you normally work in allowing account information to be transferred to investor and external audit groups in a manner that meets NASD, SEC, and other compliance requirements.

So while you may never be completely paperless, our Wealth Management solutions do give you more time to better manage your client’s wealth.