Hosted Document Management

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ALL OF YOUR DOCUMENTS. ACCESSIBLE. ULTRA-SECURE.

Hosted Document Management

XTRAC® Document Management provides a leading, best-in-class electronic document management solution that automatically stores all documents and work histories electronically, eliminating the need for costly paper storage and allowing you to go paperless.

With XTRAC®, you no longer need to search for misplaced or lost documents. If a client calls with a question or a regulator shows up, you can be confident that any document can be easily found using full text and metadata search capabilities. Reading and editing permissions can be set on documents to control access between clients and third parties.

EASILY SHARE AND COLLABORATE ON DOCUMENTS, ANYWHERE, ANY TIME.

The XTRAC Secure Client Portal is a browser-based tool that allows you to securely view, share and manage documents within your organization or with clients and third parties based on your firm's access rules. It contains a document vault that stores your files and allows viewing and downloading by others.  Associates can share documents and collaborate with clients anytime, anywhere which improves responsiveness and speeds transaction time.

FACILITATE COMPLIANCE. ENSURE DATA PROTECTION.

To facilitate compliance with regulations, XTRAC workflow-associated documents may be stored in a compliant electronic vault that can be easily accessed.  

And with XTRAC, all documents are stored in our highly secure cloud environment, which delivers an unsurpassed level of data security, redundancy and disaster recovery for our clients. This is one of the technology’s distinguishing factors that truly separate it from any other productivity and cloud computing solution in the industry.

With XTRAC, decisions are made faster as associates have immediate and secure access to current and historical documents and transactions from any location through a web browser. Full document management capabilities are provided including document check-in, check-out and document access and version controls.