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Client documents stored, controlled and traceable.
Document management for brokerage operations: client documents are stored centrally, only authorised staff can open them, and every action on a document is recorded.
What the product does, at a glance.
Client files spread across cabinets, inboxes and shared drives are hard to find, hard to protect and hard to audit.
One store for client documents, linked to the client and to the workflow that created them, with access control and a record of who did what.
Each step runs by itself and hands over to the next, with nothing re-keyed in between.
What this product receives, what it passes on, and where it sits between investors, the brokerage and the market.
Receives from
Staff only see documents their role allows.
Views, uploads and changes are logged.
Brokerage operations and compliance teams.
Xpert DMS
Passes to
An investor applies online and is verified; the brokerage, as a depository participant, registers the BO account with CDBL and keeps the documents on file.