- On-premise or cloud-hosted environment (SaaS)
- Powerful search capabilities
- Integrates with existing platforms
- Facilitates workflow organization wide
- Accessible via mobile devices
This document management module helps improve the client onboarding and management experience. You can now easily generate all client documents automatically and track documents needed to establish a client relationship regardless of the complexity. With an adaptive self-configurable documentation checklist, you can manage and generate account documents on your organizations pre-designed forms, integrate with your current document management repository or replace legacy repository tools.
The control and freedom you need is now achievable. You can manage an unlimited number of encrypted files that are accessible from anywhere, keep them in categories you define and while simultaneously improving their circulation. Documents can be reviewed, commented on and modified only by those employees you provide access to. Global RADAR® also includes a comprehensive usage log for each document that provides a permanent record of who handled each document and when which is essential for regulatory compliance.
Our Document Management module allows organizations to understand their clients’ structure beyond the traditional system capabilities.