Financial Document Management

PinPoint Financial Document Management

PinPoint Financial document management system enables a flexible, standardized system for managing client information, company records, correspondence and emails, all in a way that’s efficient and effective, keeping you compliant and productive in your day-to-day endeavors. In today’s financial services market, manual document management processes slow you down and make it hard to keep up. In order to improve your business processes, it is crucial to have a powerful, flexible document management solution that will help you stay in tact with changing regulatory requirements. PinPoint Financial document management allows you to stay on task and on time when push comes to shove. 

Professionals that work with financial files have the difficult task of categorizing. However, using PinPoint Financial, managing your financial files for clients could never be easier! With PinPoint Financial document management, users can organize new and active documents to archival type files for quick and easy retrieval. In addition, financial professionals can share files securely with their clients, and file documents from any source, including directly from other applications. Keep business moving with a Client/View Portal for clients to quickly access their documents and information. Workflow and version management can ensure the progress of document tasks along with enabling the financial professional to track and compare changes. Cabinets and folders organize your organization with fully definable information and full content search and capture. 

PinPoint Financial gives you the ability to automate your business processes and take back the lost time spent on maintaining and organizing your paper files. With multiple retrieval options, PinPoint delivers easy access to information with a centralized Financial document management repository, including improved QA tools to organize your firm’s documents safely and securely. Built-in version control and history tracking for your critical documents, as well. 

Store any type of file for your folders, and simplify your file search efforts with full text content and metadata retrieval options. Drag-and-drop any file type to your client folders, and define the infrastructure to easily manage and organize your data.

PinPoint Financial Document Management Includes:

  • Assigned project manager to help throughout the implementation process
  • A “core business” kick-off meeting to establish the infrastructure of your file room
  • Updates/upgrades to new versions of the software automatically
  • On-going support
  • Training – live and offered weekly
  • Integrate with QuickBooks, Great Plains, Sharepoint, MS Office, OneDrive, and many more
  • Built in CRM!
  • Access from any location using any device
  • Auto file tool for sweeping of established “hot folders”
  • Complete document control and history tracking
  • Built-in workflow management for automating business procedures
  • Audit log reports and complete document lifecycle report
  • Check-in and check-out functions
  • Version management
  • Retention settings
  • Form creation and processing
  • Full content search
  • Complete API and WebService
  • Comprehensive security settings


Schedule a Demo With Us Today!