Morgan Street Document Systems Restructures to Better Help Wealth Owners Organize Information Online

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Restructuring reflects growth in number of wealth owners and corporations seeking web-enabled services to organize, protect, store and share important information. Integral to wealth management, Morgan Street Document Systems has promoted Cecelia Myers to director of client services.

 Morgan Street's clients include wealth owners, family offices, legal and estate planning firms, insurance companies, wealth advisors, and banks. In addition, authors use Morgan Street to organize records for their memoirs, often choosing to organize their materials by chapter. Visit http://www.morganstreetdocuments.com for more info and a video tutorial.

Morgan has been fortunate to grow at a healthy pace over the last five years and much of that was due to the excellent customer service that Cecelia and her team have provided. I congratulate her on this well-deserved promotion.

Morgan Street Document Systems, a web-based document management company that is part of the Sandbox Industries portfolio, has restructured to better help wealth owners manage and store their information online. Integral to wealth management, Morgan Street Document Systems has promoted Cecelia Myers to director of client services.



Myers was promoted from senior archivist, a role in which she helped clients organize and protect their documents online. Her new position reflects growing demand for web-enabled storage of important family, financial and medical records, among other information.

Morgan Street's clients include wealth owners, family offices, legal and estate planning firms, insurance companies, wealth advisors, and banks. In addition, authors use Morgan Street to organize records for their memoirs, often choosing to organize their materials by chapter. A video tutorial shows how it's done.

"As many of our clients have told us, increased wealth often brings increased complexity. As net worth grows, it becomes difficult to locate myriad types of information when and where you need it," said Nick Rosa, CEO of Morgan Street and managing director of Sandbox Industries. "Our job at Morgan Street is to simplify record-keeping and wealth management so people can get on with their lives, knowing that their legacy--whether it's a will or family video--will be safe for future generations."

Rosa went on to say: "Morgan has been fortunate to grow at a healthy pace over the last five years and much of that was due to the excellent customer service that Cecelia and her team have provided. I congratulate her on this well-deserved promotion." 



Morgan Street, incubated and founded five years ago at Sandbox Industries, serves 1,000 clients around the world. The company provides each client a highly secure digital vault, a visual catalog and search function, and a personal archivist who helps clients personalize, build and maintain their vaults. Clients can access their information anytime, anywhere, from the internet.



About Morgan Street Document Systems

Chicago-based Morgan Street Document Systems provides personalized, web-based document services to wealth owners and organizations around the world. 
Individuals use Morgan Street to organize, protect, access and share all of the information that's critical to their lives, from wills to historical documents. Family offices, insurers, banks, wealth advisors, brokers, and other advisors use Morgan Street to streamline their back-office operations and provide superior service to their highly valued clients. Morgan Street enables advisors to go paperless, optimize their business processes and automatically distribute documents electronically to their clients' vaults. For more information, visit http://www.morganstreetdocuments.com



About Sandbox Industries

Sandbox Industries, founded in 2003 in Chicago, represents a new model of enterprise and investment. The Sandbox team incubates new businesses and manages venture-capital funds. The Sandbox team follows a disciplined development process, providing comprehensive management from initial conceptualization of a business idea to successful execution in the marketplace. Sandbox uses an unparalleled network and its unique combination of strategic, financial and operational expertise to provide entrepreneurs access to capital, connections and customers. Sandbox is also the exclusive manager of the BlueCross BlueShield Venture Fund. Sandbox was founded by Nick Rosa, former president and CEO of the NutraSweet Company, and Robert Shapiro, former CEO of Monsanto. For more information, visit http://www.sandboxindustries.com.

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