Paperless Workflow Automation for Investment Advisors
Document management solutions that remove the paper from back-office workflows while seamlessly integrating with your current ERP platform
Paper Solutions for Financial Advisors
Docstar ECM paperless document management solutions help financial advisors streamline office procedures and reduce compliance worries.
With its ease-of-use, powerful security features, and audit trail, your client’s confidential information is secure.
Docstar ECM is a “hosted” content management system ideal for financial advisors, broker-dealers, and independent agents managing scanned or original client content.
- AP Automation to pay bills faster at a much lower cost
- Claims Processing to get faster revenue cycle processing
- Patient Encounter Forms to capture patient data and automatically update your EHR Software.
- HR Automation to help you manage all internal employee records and their medical certifications.
By identifying gaps in your key business processes, we ensure you choose the perfect software solution and provide a complete training documentation package.
Training your team to adopt new digital workflows and track KPIs takes time, so our consultants are available whenever you need us. We understand that hiccups can occur during implementation, so we take a human-centered approach in all our support efforts.
“With Docstar, once you search for and find a document, it’s easy to click through the pages to find the specific document you’re looking for. Employees are definitely happier.”
Why Should Financial Advisors Go Paperless?
- Tons of invoices to receive, approve, pay, store and manage.
- Expense of getting invoices to the central office for processing
- Dealing with short-pays and/or short deliveries or mis-deliveries
- P&L reporting per store or geography
- Lots of HR documents for the constant stream of new hires
- Making your documents widely available to stores managers and senior staff
The Docstar ECM Solution includes the following benefits:
- Easy scanning and importing of invoices from any location
- Paperless workflow and approval routing
- Integration with your accounting system
- Access control for who can see which documents
- Secure backups to avoid catastrophic loss of files
- Elimination of dozens of costs and expense items
Connect with your ERP Software System
Our DocStar document management automation software is a revolutionary product that’s built to enhance your AP team’s manual processes. ERPs that experience optimal integration with DocStar include:
- Microsoft Dynamics GP, AX, NAV and BC
- Netsuite
- Sage 100,300,500 Intacct, x3
- Infor Syteline
- SAP
- SYSPRO
- QuickBooks Enterprise and QuickBooks Online
- PDI ERP
And many more! Regardless of the accounting software you use, we can integrate with your ERP.
Let Go of Paper.
Empower your Business.
