ReportWa offers a seamless approach to financial reporting and document management. In the third and final step of the document process, we’re going to focus on the document vault and investor portal features. Having the ability to properly store documents and efficiently allow your investors access to documents saves time and money. It can be difficult to find document vault software specifically for advisors and RIA firms, but ReportWa has you covered.
A common method financial companies connect with their client base is through email. This allows for a personal, yet expedited process in sending emails. However, preparing and sending bulk emails can be tedious and time consuming.
To help mitigate that issue, ReportWa gives users a document vault or document management system. Along with having the ability to quickly edit your documents, ReportWa gives you the ability to store and upload your documents to a secure website, allowing your clients to access the system when they are able. This helps eliminate the time needed to prepare and send emails.
Features
• It’s important to have the proper features in a document storage system and ReportWa has you covered, starting with DocuSign. This service allows you to upload documents to the portal and if they need to be signed, the receiver can open the document, electronically sign off and return the document. Doing so expedites any process that requires a signature and saves you money on postage.
• Another feature is you can allow users to emulate a user’s computer, allowing them to virtually assist with questions or education if needed. Also known as a screen share, this allows you to stay connected with your clients if the come to you with an issue with their access or visibility.
• Other features include administrative rights, allowing you to assign certain access points to individuals within your organization. These rights will allow the individual to view certain client information such as when they logged in and out, what documents they opened and what IP point used to accesses.
• You also can store these documents automatically, including monthly audit documents that are generated and stored without a manual process. All of this is accessible from the cloud, giving you the freedom to work wherever.
Combine these features with the customizable platform ReportWa offers you, you’ll save within many facets of your business, allowing you to focus on growing your brand. Furthermore, you’ll have a proper document vault for your advisor or RIA firm. Take ReportWa for a spin and see how it helps grow your business.
For more details, visit us at www.reportwa.com. If at any point in your ReportWa journey you need help, just mail us at hello@hexaviewtech.com and we’ll get back to you within a few hours or In case you want to connect with me personally, lets connect on LinkedIn.
