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Are you charged
with managing
investment portfolios for corporate and individual clients? Even
in the days of e-trading, brokers are still challenged daily with
collecting and handling a great deal of paperwork associated with client
accounts. This paperwork includes new account paperwork, month end custodian
statements as well as computer-based reports. Millions of pages of documents
are generated annually across the various departments of a firm. As with
most companies, these documents are often stored in file cabinets or in
off-site storage.
Broker-Specific
Services
With Image Data, documents are on-line and available for the departments
which require access to client files. In addition, trading and compliance
records are accessible. The system is also set up for documents created
from other departments (Finance, Accounting and Human Resources), which
will be added in stages. Existing and new documents are also added to
the system in one of several ways:
- scanned
onsite by scanner
- scanned
off-site then added via the document import process
- mainframe
reports are added via the COLD process
- MS-Word
and Excel documents are added via the COLD process
Documents
that are added to the system through scanning or import take advantage
of automatic indexing with minimal manual keystroking. This process reduces
the amount of time required to add documents to the system while eliminating
many of the data input errors associated with large data entry operations.
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Do you have questions? Want to find out what your options are? Submit
our simple, no-obligation Call Me Now form for more information:
Click here.
See
also Data Imaging Solutions and Document
Imaging Solutions
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