PROVEN PROCESSES. SIMPLY DELIVERED.
Streamline and standardize your operations. Ensure the right work gets to the right person at the right time.
Manage and store documents in a cloud-based digital vault. Easily share them with anyone, anytime, anywhere.
Gain visibility into your business operations. Identify and implement process improvements.
Understand the benefits and potential ROI of a business process management solution.
|Boosting Your Business White Paper|
September 18-20 | San Francisco
XTRAC Solutions silver sponsor of AdventConnect.
October 8-11 | Philadelphia, PA
XTRAC will be exhibiting at NAPFA’s Fall Conference.
October 27-30 | National Harbor, MD
XTRAC Solutions silver sponsor of retirement industry event.
November 3-5 | Chicago, IL
XTRAC Solutions gold sponsor of broker-dealer inaugural event.
XTRAC® Workflow Packs allow you to jump-start your process automation with a set of commonly used workflows that have been pre-configured based on industry best practices.
XTRAC has developed alliances with top companies to deliver enhanced value to our customers.
XTRAC has helped numerous companies create a more efficient solution for business processing needs, allowing them to redirect resources to better assist clients and investors, and improve their bottom line.
|Brinker Captial Q&A|
Excellence in Business Process Management Award Winner 2013 and 2012
FSO Knowledge Xchange (fsokx.com), a global research and information hub for financial services, selected XTRAC Solutions and National Financial Business Process Manager – which is powered by XTRAC – as the BPM excellence award winner for the second year in a row.
According to FSOkx, XTRAC and National Financial were selected based on providing state of the art technology and a positive client experience. “Amid this challenging business and regulatory environment, our winners demonstrated hard work, dedication, and innovation in serving their financial services clients which made them stand out”, noted Rekha Vatsa, Managing Director, FSOkx.