Document Management Challenges for Wealth Management

Providing Online Document Access For Your Staff and Customers

Global economic conditions and tighter regulatory standards have contributed to a more complex and challenging landscape for the Investment Industry. As a result, Wealth Management firms need to spend more time than ever on core deliverables such as market trend analysis and building wealth for their clients.

Timely delivery of regulatory documents has become more and more of a distraction from these imperatives. But it still has to be done right because trade confirmations, month-end statements, tax forms and other client communications are symbols of industry compliance and trust and must be distributed accurately, speedily and efficiently, month in and month out.

The Doxim Difference

Doxim helps you to focus more time on your clients while we focus on the documents. Over the years we’ve developed a powerful combination of excellent software tools, affordable pricing and the print and letter shop capabilities needed to meet and exceed your clients’ expectations. It means that we can facilitate the efficient distribution of these business critical documents for you. And the fact that we can automate and optimize your print and mail processes and provide electronic document access too means we can save you money in the process.

Our software tools are built specifically to provide the print processing and document delivery services that Investment firms need —enabling you to deliver cost-effective services via your operations infrastructure. Our deep domain expertise and extensive experience with hundreds project rollouts means that the adoption of Doxim technology within your firm will be smooth, efficient and cost effective.

How Our Products Can Help

Doxim is the leading provider of print production / content management and archival solutions for investment firms. Doxim Enterprise Content Manager (ECM) offers a web-based alternative to printing and mailing documents such as trade confirmations and statements.

Doxim ECM enables investment firms to:

• Streamline how content is stored, shared and accessed across all departments
• Speed up operations and increase employee productivity, while reducing costs
• Improve client service levels and increase client interaction via self-service capabilities
• Ensure content security and access rules are aligned with regulatory mandates
• Contribute effectively to corporate environmental strategies

An important part of any green initiative, as well as an effective disaster recovery and business continuity strategy, Doxim ECM also enables compliance with stringent regulatory obligations.

Product Offering

Doxim’s integrated print production and content management suite provides an end-to-end solution to help you better manage the production and delivery of regulatory documents and related communications.

Start to discover the powerful capabilities of Doxim’s solutions.