1. Your Paperless Office Starts Here…
Starting Point
Everything, All in One Place
Back Office
Digitize Your Work Flow
e-Submission
Reduce Processing Time
Account Opening
Accounts Opened Automatically
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.
With one click, new accounts automatically open with the clearing corp.
No more waiting
Account numbers provided instantly and autofill.
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 clients and product companies
Eliminate printing, faxing and mailing
Reduce processing time from days to hours