The right investment in affordable, efficient document management.
docSTAR’s document management solutions help financial advisors streamline office procedures and reduce compliance worries. With its ease-of-use, powerful security features, and audit trail – docSTAR is a perfect fit for financial advisors and financial services firms.
docSTAR is an electronic filing system ideal for financial advisors, broker-dealers, and independent agents that safely and effectively handle all the documents used in your office, whether scanned from paper or created electronically. With docSTAR you will noticeably improve both your filing and retrieval efficiency – ultimately providing greater productivity for you and your staff.
With docSTAR:
- Reduce Compliance Worries - Control document access, enforce document retention policies, audit file activity, and more!
- Instant Document Access — Instantly locate documents without ever leaving your desk. Quick and easy retrieval of all files helps speed-up the regulatory audit process.
- Streamline your office — Modernize workflow and document processes…reduce errors and help your office operate more efficiently.
- Improve Operational Efficiency — Store documents electronically to ensure the safety and security of all files in the event of a disaster.
- Quick ROI — Instant access to client documents, the ability to email and fax directly from docSTAR, savings in paper storage, overnight mail, and office supplies used to print and copy documents - all quickly result in a significant return on your investment.
- Scalable Solution — docSTAR grows along with your business. Buy only what you need, when you need it.
docSTAR is easy to use, fast to implement, and a smart investment that will help you increase productivity and allow you to get back to growing your business.