1. Your Paperless Office Starts Here…
ePACS Starting Point
ePACS Back Office
e-Submission
An expansive repository of the forms you use most.
Client data easily integrates from your CRM.
No more manual data entry, forms autofill.
Client data cascades across all forms for quicker processing.
Simple search helps you find forms faster.
Forms Wizard/Dashboard to easily build work items.
A digital mailroom for processing.
Auto indexing of work items.
Prebuilt work flows based on request types.
Increased visibility into all stages of work flow.
Ability to monitor your staff productivity and reassign work items.
No more manila folders.
No more not-in-good-orders (NIGOs).
Transmit account forms digitally to investment and product companies
Eliminate printing, faxing and mailing
Reduce processing time from days to hours
Improve overall efficiency