With the incredible rate that financial advisors are adopting our document management service for compliance, security, and mobility, it simply makes sense to participate in this high profile event
LEHI, UT (PRWEB) October 29, 2012
NetDocuments, a leading SEC compliant, cloud-based content management provider, announced it will be exhibiting and attending the prominent IMPACT® 2012 event for financial services organizations and advisors.
NetDocuments is a feature-rich and compliant cloud-based content management service that has been servicing firms of all sizes and across all industries since 1999, and has customers across 141 countries. “With the incredible rate that financial advisors are adopting our document management service for compliance, security, and mobility, it simply makes sense to participate in this high profile event,” Ken Duncan, CEO of NetDocuments, stated. “It will give us a chance to connect with our clients who custody with Charles Schwab Advisor Services, and announce exciting new features and developments geared towards improved advisor-client interaction, collaboration, compliance, and mobility,” Ken concluded.
In recent years NetDocuments has seen incredible growth in the financial services sector due to increased regulation and the inherent cost-savings of web-based technology. In addition to SEC compliance, NetDocuments’ patented technology and redundant datacenter architecture allows for Write-Once-Read-Many (WORM) storage, comprehensive audit trails, administrative reporting, and a Third Party Downloader Service required by FINRA.
“Financial advisors are often surprised to learn that their client documents as well as internal company documents are instantly available from any internet connection or device, yet still remain secure and fully compliant with SEC 17a for broker-dealers and rule 31a-2 and 204-2 for investment advisors,” Leonard Johnson, VP of Marketing & Product Management at NetDocuments, commented. “In addition to compliance, advisors using NetDocuments have built-in client portals for selective sharing, enterprise-level searching, integrations with Microsoft Office, a native iPad app, and client-based workspaces for a dashboard view of all documents relating to a client. It’s really revolutionizing the way advisors are managing their content, complying with the governing bodies, and providing a rich experience for clients through easy to use client portals,” Leonard said.
NetDocuments is a leading, cloud-computing content management and collaboration service. Organizations of all sizes can save tens to hundreds of thousands of dollars by eliminating the hardware, system and client software, and ongoing administration of a legacy client-server technology model. With the NetDocuments patented service simply "turned on," business professionals can immediately begin storing, managing and sharing documents throughout the world and on any Internet-connected service device. Founded in 1999 and based in Lehi, Utah, NetDocuments has users in over 141 countries. For more information about the company and management, go to http://www.netdocuments.com and follow NetDocuments on Twitter at @netdocuments