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Document Management for IFA's



Are you looking to sort out your client files ? Are they taking up too much space and as well as FSA regulations you have decided to move over to document management ?

Perhaps you have already looked at other solutions and are looking for alternatives. Click2Scan have a very good understanding of IFA needs having worked with a number in our Scanning Bureau. We are able to provide our IFA clients with a simple document management system that allows documents to be easily scanned or retreived. Using our codeless connector technology, we are able to link to most IFA packages so that documents can be easily related to the client on screen.

Features of an IFA Document Management System

  • Easy Scanning of Client Correspondence
  • Version Control for Document Integrity
  • Easy Categorising of Document Types
  • Add Office documents & Emails as they arrive
  • Fast Retreival of Information
  • Improve Compliance by saving key facts, brochures, financial reviews and fact finds.
  • Security of Information


A Typical Solution from Click2Scan

  • 5 Concurrent User edition of File Director
  • 1 x Xerox 262 Document Scanner
  • 1 x eCopy connector for File Director
  • Installation & Training

Business Solutions

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