ScanningDocument management for IFA's with Invu
IFA’s deal with enormous amounts of paperwork. Client files, including signed terms of business, key features, fact finds, copy letters and quotes, are often stored in paper format leaving them vulnerable to loss or damage whilst wasting valuable office space. Locating information and assessing the status of a client file can be time consuming and frustrating, which affects the quality of customer service offered. Additionally, regular updates and changes in regulations from the FSA can be difficult to keep track of and implement.
Invu reduces the time spent searching for documents by 70%. It makes compliance effortless by creating an infallible audit trail, frees up space previously wasted on document storage and makes the sharing of information easy. Better still, Series 6 integrates fully with back office systems such as Quay, 1st Software, Mortgage Stream and Dashboard. All information is organised into a simple structure for quick access and accurate records..
Professional, proficient service delivered from your desk-top..
Accalon Case Study
Accalon is a multi-disciplined practice of four professionally qualified advisors, capable of assisting with most aspects of personal and business financial planning and asset management.
John Joseph
Prestigious IFA firm John Joseph Financial Services (JJFS) delivers a personal, hands-on approach to their clients.
Man Financial
A globally recognised broker in the Futures & Options markets and as a result of recent acquisitions a leading broker in the European CFD market.
Additional information available upon request
Invu reduces the time spent searching for documents by 70%. It makes compliance effortless by creating an infallible audit trail, frees up space previously wasted on document storage and makes the sharing of information easy. Better still, Series 6 integrates fully with back office systems such as Quay, 1st Software, Mortgage Stream and Dashboard. All information is organised into a simple structure for quick access and accurate records..
Professional, proficient service delivered from your desk-top..
Accalon Case Study
Accalon is a multi-disciplined practice of four professionally qualified advisors, capable of assisting with most aspects of personal and business financial planning and asset management.
John Joseph
Prestigious IFA firm John Joseph Financial Services (JJFS) delivers a personal, hands-on approach to their clients.
Man Financial
A globally recognised broker in the Futures & Options markets and as a result of recent acquisitions a leading broker in the European CFD market.
Additional information available upon request