Low Cost Paperwork Automation For Investment Dealers

Back in 2004 we developed a paperwork automation system that was used sucessfully by independent financial advisors and their administrators to quickly and accurately complete NCAFs, KYC Updates, investment applications, transfer forms, mutual fund trade tickets, government forms, and any other paperwork used by advisors on a daily basis. Our customers were forward thinking independent financial advisors who wanted to significantly reduce the time they spent on paperwork so they would have more face to face time with their clients and prospects.

WATCH THE VIDEOS:

PART 1 - adminPRO SETUP 1:32
PART 2 - adminPRO FUNCTION ACCESS 1:25
PART 3 - adminPRO CREATE A CLIENT 2:56
PART 4 - adminPRO AUTOMATICALLY POPULATE A FORM 2:29
PART 5 - adminPRO AUTOMATICALLY CREATE MULTIPLE CLIENT FILES FROM A SPREADSHEET 7:02

COST EFFECTIVE SOLUTION FOR INVESTMENT DEALERS

In 2017 we completely rewrote the software, making signficant improvements in performance and making it extremely cost effective for investment dealers.