XTRAC Document Processing Service
Simply transform your paper documents and time-intensive customer facing processes into digital data and automated, streamlined workflows—all for an affordable monthly subscription.
Store Eliminate the need for costly paper storage. Retrieve documents instantly. Have confidence knowing documents are stored in an ultra-secure, fully compliant environment. |
Process Reduce bottlenecks and manual processing errors while speeding transaction time with our proven, easy-to-use, best practice workflows. |
Share Securely view, share and manage documents within your firm or with clients and third parties through XTRAC’s web-based Secure Portal. |
Protect Get Fidelity Investments' unsurpassed level of data security and redundancy/disaster recovery combined with all the benefits of a scalable, on-demand, maintenance-free private cloud. |
Events
FundsNetwork is hosting its annual Investment Forum, The Art of Investment, on May 18, 2012 in London. Stop by our booth to learn how XTRAC’s Document Processing Service can streamline your processes to create a more efficient and profitable business!
Solution Shortcuts
With XTRAC, Registered Investment Advisors (RIAs) and UK Financial Advisors can lower document handling costs, improve visibility of client activities and establish an audit trail for regulatory compliance.
Case Studies
XTRAC has helped numerous companies create a more efficient solution for its document processing needs, allowing them to redirect resources to better assist clients and investors, and improve their bottom line.
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Fidelity Worldwide Investment Case Study » |
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National Financial Case Study » |
Partners
XTRAC has developed alliances with top companies to deliver enhanced value to our customers.