eXpd8 has a number of features which will give you the necessary tools to manage your clients while assisting you in having a productive working day.
To give you a quick view of some of its key features:-
Assists you in managing your digital client files,
Captures details of your office's phone calls,
Set alerts for key dates/tasks and assign follow-ups for staff
eXpd8 easily fits in with other applications,
Repository for reusable office document templates
Offers comprehensive reporting on all areas of your firm
Scanning and indexing
Scan post and documents to any case or cases
Document merge (a.k.a. Brief)
Ability to merge entire document history into a single document,
For more information call +353 1 8704 999 or email firstname.lastname@example.org
We have been using eXpd8 document system for 4 years and it has been a tremendous tool for us in not only storing and retrieving our scanned documents but also in storing emails, letters and spread sheets generated around our client activities. Apart from the streamlined operation we have not created a paper file since we started using the system and our own office space is uncluttered as a result. Furthermore the ease of transmission of information and specific files to and from our clients and their own advisers has been enhanced immensely. I would strongly recommend the eXpd8 system to any business that has up to now been involved in the generation and storage of large volumes of paper based around daily client interaction.
Certified Financial Planner and Wealth Manager
Malahide, Co Dublin, Ireland