DocuSoft Secure Electronic and Record Management System

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Financial Services

What are your information management issues?
Requirement to store and index correspondence and documents relating to client matters. Paper records become cumbersome to access and impossible to access once out of the office and recording and storing fact-find, research, reasons for recommendation, quotation and on-going correspondence with customers is central to an IFA’s ability to serve customers well. The extra burden of regulatory inspection also requires customer files to be reviewed, ideally without disrupting on-going business.

How can we help?
DocuSoft iFA template provides a 'fast-start' filing system out-of-the-box. Specially designed for Independent Financial Adviser professionals, the template cuts project and implementation costs and allows the process of moving to a less-paper office as quickly and painlessly as possible. The integration with Microsoft networking and file-system security provides a hugely strong 'vault' for storing of confidential client information meeting FSA and data protection guidelines.

With links with a variety of systems including Microsoft Office and Adviser Office from First software you can have confidence of working with a highly efficient document management solution.

Benefits of DocuSoft?
DocuSoft comprehensive document management solution is cost justified because of the numerous benefits it delivers to Financial Services Team.

Security Protect fees with a full audit trail Controlled access to files and folders Central location for files Backup and recovery is easily managed Regulatory compliance is enhanced	Accessibility Carry client files on laptop Access correspondence from anywhere. Powerful search engine Consistency in case filing Eliminate misfiling of documents
Efficiency / Storage Increase productivity and services Enhances Business Processes Release expensive Office space.	Integration Advisor Office - First Software Microsoft Office Suite TWAIN Compatible Scanners

What our clients say?
“Let us ensure that you are secure" DH, Surrey

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Registered Office: Business-Work-Ware Ltd, 11 Epping Forest Drive, Woodford Green,
Essex IG8 9NG, United Kingdom.

UK Company Registration: No: 04856441 GB VAT no.822 6603 44
Registered Name: Business-Work-Ware Limited

**The Institute of Chartered Accountants in England and Wales has accredited this software under the terms of its Accreditation Scheme. Purchasers should ensure that the software, its security features and related support meet their own specific requirements, as the Institute will not be liable for any damage whatsoever, incurred by any person, occasioned by the use of the software, or any related products or services howsoever caused.