AccountStream replaces the inconvenience of paper-based forms by eliminating the time it takes to find forms and manually enter data each time a client wants to invest, or when new documentation requirements are mandated
Austin, Texas (PRWEB) August 1, 2008
Amicus® today announces the general availability of Amicus AccountStream Advanced, a comprehensive, forms management web-application for the Financial Services industry.
Powered by Efficient Technology's Quik! Enterprise electronic forms platform, Amicus AccountStream eliminates the paper shuffle necessary to create and maintain accounts and investments by providing sponsor, clearing, and firm-specific custom forms, and storing them within a secure, hosted web application accessible at any time from any browser.
Tired of managing stacks of paper, hours of data entry, and the parade of form rejections due to incorrect or missing data? AccountStream Advanced breaks new ground by empowering your representatives to easily create tailored investment paperwork "packages" with just a few mouse clicks in a web browser. All client account data stored in AccountStream is automatically populated throughout the forms, and the auto-fill functionality means that representatives only need to provide any missing or additional data once, letting the system flow the data throughout all the forms in the package wherever the field repeats -- eliminating time-wasting busy-work, and ensuring the data is consistent and in good order. Because AccountStream enables users to create and save form packages of their most used forms for easy recall, AccountStream snugly fits the way each investment professional works.
Add data import, saved work-in-progress, and back-office (legacy system) integration and you've got end-to-end, always-available forms-management. Since no data leaves the encrypted connection, data remains private and your practice compliant.
"AccountStream replaces the inconvenience of paper-based forms by eliminating the time it takes to find forms and manually enter data each time a client wants to invest, or when new documentation requirements are mandated," said Amicus CEO Marshall Huwe. "A user-friendly interface and always-current forms found in a snap from any location enables your representatives to streamline the least popular aspect of doing business -- the paperwork. AccountStream makes form management easy and quick so advisors can focus on relationships, not paperwork headaches. If you want electronic forms it doesn't get any easier, and it certainly doesn't get more cost-effective."
Amicus, Inc., an industry pioneer and leader in hosted software as a service (SaaS) solutions for the financial services industry, and Efficient Technology, Inc., the industry leader in automated forms technology with its Quik! Enterprise products, announced their collaboration partnership on February 26th, 2008. AccountStream is the first fruit of that partnership. The Quik! Enterprise products help firms automate their forms-related processes, from connecting to client data sources, to pre-filling, digitally signing, archiving, and submitting industry forms to the back-office for straight-through-processing. "By partnering with Amicus to provide web-hosted solutions for Quik! Enterprise, we are reaching many firms that do not have or want the IT infrastructure necessary to go it alone," said Jeff Reece, Vice President, Product Relations for Efficient Technology.
Pricing & Availability
Amicus AccountStream Advanced is available today to streamline your business process. Call us today at 800.419.0150 to make the AccountStream choice.
Amicus: Advanced Services, Freakishly Good Support
Amicus is a hosted business application company, combining process automation, compliance, messaging, and archive software with a fierce commitment to marvelous customer service. Since 1996, Amicus has provided superior email, business collaboration, and regulatory compliance tools (including FINRA, SEC). Amicus is a founding Zimbra hosting partner, and a leading Application Service Provider of regulatory compliance solutions for the financial services industry. As regulatory compliance and broker-dealer back office experts, we also provide custom business consulting.
Amicus' suite of products and services includes:
- Amicus® AccountStream™ - hosted financial rep and recruit electronic forms
- Amicus® Envoy with Zimbra Inside™ - hosted Exchange replacement
- Amicus® Email Monitor - hosted email/IM supervision and archive compliance
- Amicus® MessageKeep™ - hosted e-mail and IM archive
- Amicus® eBlotter Monitor / Rules Engine - transaction suitability compliance
- Amicus® KYC (Know Your Customer) - hosted customer identification
About Efficient Technology, Inc.
Efficient Technology, Inc. (ETI) is the developer of Quik!, the industry leader of enterprise forms automation solutions and provider of an extensive library of fillable forms. Quik! enables straight-through processing and seamless integration with any existing workflow process for financial services firms throughout the US. ETI is committed to providing faster transactions with fewer errors and an easier way of doing business. Visit http://www.quikforms.com.
Marshall Huwe, President and CEO
mhuwe @ amicus.com
Robert Matney, Relationship Advocate
rmatney @ amicus.com
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Amicus and the Amicus logo are trademarks of Amicus, Inc. Other company and product names may be trademarks of their respective owners.