Changing investor habits have increased interaction with brokers and dealers resulting in more records than ever before. Each has to be maintained in a records archive and made accessible based on regulations issued by the Financial Industry Regulatory Authority (FINRA). Find out how Cloud ECM has helped Eppy Financial Group streamline efficiency, improve control of client records, and save money.
Securely manage and retrieve any of your information online or on-the-go.Learn More
Safely retrieve your information right on your computer network.Learn More
Capture and organize all your information: electronic files, paper documents, and more.Learn More
Automate document sharing and improve your business efficiency and control.Learn More
Enhance Microsoft® SharePoint® to better manage your information.Learn More
Utilize integration and Robotic Process Automation (RPA) tools to improve your business processes.Learn More