With technology advancing it can be difficult to find the proper system for your documents, especially electronic documents. Between statements, regulatory filings and audits, keeping all your ducks in a row may seem impossible. However, ReportWa has a file storage system that is designed with advisors and RIA’s in mind.
In the finance industry, there are several data points that flow through documents and it can be difficult to store and properly manager these living documents. Instead of worrying about how to properly store and handle these documents, let ReportWa take that off your plate. Here are the steps involved in utilizing the ReportWa file storage system.
Data from reporting portal
When using the services ReportWa provides, you can have your data automatically inserted into your reports. This means when you select a report to utilize for your client portals, the data will automatically be pulled and populated into that report.
If you find an error or what something edited, instead of calling someone you can go in and adjust the report yourself.
Document distribution
Once you’ve selected the appropriate documents to distribution, you will then send them to your clients. You can decide when these reports are put on the client portal. For some reports, it may be monthly while others it may be quarterly. Here is where you’ll get to decide the frequency and which clients get certain documents.
After the documents have been posted to the portal, your clients will receive an email notification that there’s a new document to view. This will alert them to enter their account and view the newly uploaded document.
DocuSign
With the integration of DocuSign, if you need your client to sign and return an important document, they can do so right in the portal. This eliminates the need to send sensitive data through the mail and keeps information secure through the portal.
All documents are available to access on the cloud, so if one of your clients’ calls and you are on the road, you’ll have the ability to access their information.
Finding the proper file storage system for advisors can seem challenging, but with ReportWa everything is right at your fingertips. Using our service provides you with the flexibility to update and execute documents all in one application.
