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
Customer Correspondence: Email and Letter Writing Tool
Zoom In on/off
Click above to see or turn off a movable magnifiable area to better view the document
below.
Representatives have a tool to creat professional letters to customers in seconds. Once created, these letters are automatically sent to compliance, archived and added to the compliance reports.
