We chose DocStar and Mosaic in part because M-Financial had already vetted the solution. We knew it would meet our compliance requirements.
One of the biggest benefits we derive from DocStar is the convenience it provides our advisors in accessing paperwork when planning for, or during client meetings. We are currently using DocStar as our Compliance Books and Records. We have easy access to in-house and satellite advisors’ files for our on-going internal audits.
The DocStar system is fantastic. I love it and rave about it to whomever will listen. Ken is also a really great guy to work with. He has been unfailingly honest, concerned with customer service, punctual, reliable, and personable. I highly recommend Ken and Mosaic and DocStar to any small business which wants an easy-to-use, truly functional electronic filing system.