Document Management
Our next-generation document management solution offers you far more than efficient storage.
iNautix® Document Management allows you to capture, store, route, and retrieve any financial document. It also helps you manage electronic workflow, shorten retrieval times, and facilitate business continuity and disaster recovery planning. And, with the enormous cost of implementing and maintaining a sound document management system in-house, our "Software as a Service" (SaaS) model is a cost-effective solution, whereby we manage the software so you can stay focused on your core business.
Key Features
- Captures paper documents and converts them into digital files
- Indexes documents by user-defined fields
- Delivers secure and scalable archiving for regulatory-compliant preservation of content
- Provides a powerful search engine to help locate documents quickly and easily
Benefits
- Allows you to stay focused on your core business, as we manage the software
- Reduces processing time and service costs
- Helps prevent lost paperwork
- Helps streamline compliance and meet regulatory demands
- Improves accessibility to crucial information
- Facilitates business continuity and disaster recovery
- Integrates with NetExchange Pro®, Pershing's online brokerage platform
Contact us for more information about our Document Management solutions.
Learn how iNautix® helped a firm become virtually paper free, more efficient and a better corporate citizen. 
With just a computer and a scanner, advisors can transform their practice into an efficient paperless office.