We chose DocStar [now Epicor] 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 [now Epicor] is the convenience it provides our advisors in accessing paperwork when planning for, or during client meetings. We are currently using DocStar [now Epicor] 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 [now Epicor] 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 [now Epicor] to any small business which wants an easy-to-use, truly functional electronic filing system.