Financial Planners

Financial Planning Paperless Systems

Planning for your documents future

It’s not just people that need sound planning.

Electronic document management software planning is mission critical to the running of a successful financial planning business.

From compliance to document retention policies to automated workflows, it all comes together with award winning M-Files.

In this video, we explore everything from a far easier and faster way of capturing all of your information including paper documents like a signed statement of advice during a meeting; through to all electronic documents like Word, Excel, PDF and of course emails.

We will then look at instant retrieval of this information and so it is grouped in meaningful ways so you have just what you want and when you need it. Then we will get into the really good stuff.

M-Files is a cross referenced SQL data base where clients details etc. from existing databases like XPLAN or NetSuite can be linked into M-Files so you only need to manage one database.

Now that you have all of your documents in one place and all of your knowledge like a client’s contact details or the status of their next follow up date in one place the magic begins.

Increased productivity = Money saved and an opportunity for growth

By having a one stop shop for all information and knowledge automated assignments and detailed workflows will be created by of experts who in turn will teach you how to manage and create new ones as the needs arise (we are always on hand if you need some help).

These automated processes are controlled and based on security to ensure the right business process is being completed in a timely fashion. You can edit documents and have each version automatically tracked for audit purposes, you can annotate and collaborate with other team members.


Paper Trail = Money Pit

We must have a detailed trail of work completed as this is a highly-regulated industry, it just no longer needs to be paper based.

There will be time where paper is required, it the filing and refiling of these document where so much money drops into the money pit. You now can have the best document management software and see return on your investment within 2-3 months.

Finance options are also available from as little as $200 per month so no need to hold off on propelling your business into a more successful future.

Click on one of the buttons below to get a free trial or an instant quote. As financial planners you will be impressed with the small outlay and ease of use.

Our Document Management System is trusted by our clients

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Testimonial by  from
Jemma O'Neill Cradle Coast Authority

Karen is so awesome! She has inspired me to create an AMAZING M-Files.

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