Screen Shots:
Customer Database
Registrations and Transactions
One click LaserApp Integration!
New Account Form
Transaction Entry Screen
Scan, Upload, and Archive Documents and Files
Customer Correspondence:
Write, Route for Approval, & Archive automatically Automated Compliance Forms Consolidated Investment Holdings Statements Customized Compliance Exceptions Report Settings
Write, Route for Approval, & Archive automatically Automated Compliance Forms Consolidated Investment Holdings Statements Customized Compliance Exceptions Report Settings
Customized Compliance Exceptions Report Settings
Zoom In on/off
Click above to see or turn off a movable magnifiable area to better view the document
below.
Autmated Compliance checkst that you control, modify add or delete as you need (for compliance department use only).
