The right investment in affordable, efficient document management.

docSTAR’s paperless document management solutions help financial advisors streamline office procedures and reduce compliance worries. With its ease-of-use, powerful security features, and audit trail – docSTAR is a perfect fit for financial advisors and financial services firms. docSTAR is an electronic filing system ideal for financial advisors, broker-dealers, and independent agents that safely and effectively handle all the documents used in your office, whether scanned from paper or created electronically. With docSTAR you will noticeably improve both your filing and retrieval efficiency – ultimately providing greater productivity for you and your staff.

With docSTAR:

• Reduce Compliance Worries - Control document access; enforce document retention policies, audit file activity, and more!
• Instant Document Access - Instantly locate documents without ever leaving your desk. Quick and easy retrieval of all files helps speed-up the regulatory audit process.
• Streamline your office - Modernize workflow and document processes…reduce errors and help your office operate more efficiently.
• Quick ROI - Instant access to client documents, the ability to email and fax directly from docSTAR, savings in paper storage, overnight mail, and office supplies used to print and copy documents - all quickly result in a significant return on your investment.

docSTAR is easy to use, fast to implement, and a smart investment that will help you increase productivity and allow you to get back to growing your business.

Testimonials
Nease Lagana Eden & Culley Go Paperless with Mosaic
Case Studies
Delivering Superior Customer Service Being Paperless	Docstar Solution For Financial Advisors
Advisor Manages Information with docSTAR	Advisor Changes Policy Electronic Document Management
Summary of Needs and Benefits for Advisors	Imaging Pays Dividends for Investment Advisor

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