Investment Advisors - Mosaic Paperless Solutions

Financial Planning & Wealth Management

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Affordable, efficient document management.

Epicor 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.

Epicor is a “hosted” content management system ideal for financial advisors, broker-dealers, and independent agents managing scanned or original client content.

Mosaic – Your Paperless Solution Experts
Our Paperless consultants will help you choose a software solution that is tailored to your unique needs by providing visibility into where your key business processes are lacking and how they can be improved with a digital tool on your side. We make it easy for you to rest assured that you choose the perfect software solution and we will set you up with a complete training documentation package.
Training your team to adopt new workflows and responsibilities like tracking KPIs can take time, so our consultants make ourselves available to you whenever you need us. We understand that hiccups can happen along the road to implementing your reliable solution, so we take a human-centered approach in all of our employee training and tech support measures.
If you’re considering implementing a paperless solution contact us today for a consultation.

With Epicor:

• Reduce Compliance Worries – Control document access; enforce document retention policies, audit file activity, and more!
• Instant Document Access – Instantly locate documents without ever leaving your desk. Quick and easy retrieval of all files helps speed-up the regulatory audit process.
• Streamline your office – Modernize workflow and document processes…reduce errors and help your office operate more efficiently.
• Quick ROI – Instant access to client documents, the ability to email and fax directly from Epicor, savings in paper storage, overnight mail, and office supplies used to print and copy documents – all quickly result in a significant return on your investment.

Epicor is easy to use, fast to implement, and a smart investment that will help you increase productivity and allow you to get back to growing your business.

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.

Janet PrescherOperations Manager, Nease, Lagana, Eden & Culley, Inc.

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.

Karen Cooke Operations Manager, Integrated Financial Group

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.

Loraine DeSalvoPartner, Morgan & DiSalvo, P.C.
 
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