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
Registrations and Transactions
Zoom In on/off
Click above to see or turn off a movable magnifiable area to better view the document
below.
Automatically creates prefilled new account forms in seconds! Tracks the age of every registration providing warnings when it needs to be refreshed.