 |  |  |
 |
For Financial Services
|
|  |
Client-Centric. Compliance. Innovation.
Meet regulatory SEC compliance requirements, protect your client information in client-centric
document workspaces, reduce operating and technology costs, and seamlessly integrate with
Salesforce.com blending your CRM interface with document management.
|
 |
Deliver a Superior Customer Experience
|
:
Pricing & Features
:
:
Buy Now
:
:
:
Schedule Live Demonstration
:
:
Learn More about Salesforce.com
:
:
Customer Testimonials
:
:
:
:
ND and Salesforce Datasheet
:
:
:
:
:
:
:
:
:
:
|
As a digital repository of trust, you can provide much more than a place to simply store documents.
With NetDocuments you can fully service your clients' daily document work by creating a secured,
client portal or workspace to deliver and collaborate on documents.
|
|
>
|
Transcend information boundaries by creating client-centric and pre-defined workspaces for your
hundreds and even thousands of clients. The most scalable solution available today.
|
|
>
|
Organize into folders and subfolders. Set security access rights such as view only, view/edit to
internal and external people.
|
|
>
|
Increase customer value by adding a "client portal" image on your firm's web site for clients to
access the NetDocuments login and go directly to their document portal. NetDocuments will administer
password changes and 24x7 access for your clients eliminating firewall and security management
overhead at your premises.
|
|
>
|
Recognizing that time is money, NetDocuments powerful searching accelerates access to your relevant
information, leaving your more time to service and analyze the information for your clients.
|
|
Ensure Recordkeeping Compliance
|
Create, edit and manage work-in-progress documents and store regulatory documents in WORM storage
cabinets.
|
|
>
|
Transform paper documents into digital images and organize into client-centric workspaces.
|
|
>
|
Your documents are backed up in multiple, redundant data centers for 24x7 access and availability.
|
|
>
|
Preserve your records exclusively in a non-rewriteable, non-erasable format (Write Once Read Many
(WORM) devices), meeting SEC 17a-3 and 17a-4 compliance regulation for Broker-Dealers.
|
|
>
|
Establish records retention policies to preserve digital records and retention periods such as
3, 6, 15 years or indefinitely based on various document types.
|
|
Innovate and Save Money
|
NetDocuments eliminates the need for hardware or software to be installed and maintained, thus
removing the hassles of on-premise technology. Deployment is painless and easy with your return
on your investment accelerated as a result
|
|
>
|
We will help you import your existing digital documents.
|
|
>
|
Your documents are backed up in multiple, redundant world-class data centers for 24x7 access
and availability.
|
|
>
|
Save thousands of dollars compared to an on-premise documents archiving solution. Get Started
now with a
30 day Test Drive Account.
|
The total solution of multiple data centers, powerful and fast searching, and web-accessibility
ensures that your organization is fully compliant with the requirements that records should be
easily accessible, stored in multiple indices, and secured in reliable electronic storage media.
NetDocuments provides third-party hosted management for the entire service (SaaS), ensuring not
only trouble-free operations with absolutely minimal internal labor, but also superior solutions
for SEC recordkeeping compliance.
Give us a call and we can answer any questions and provide a live demonstration.
|
 |  |  |