New Account Opening, ACATS,
Retirement, Asset Magagement, etc...
SmartDesk enables Brokerage and Financial Services companies to leverage Microsoft’s SharePoint platform to transform their New Account Opening, ACATS, Retirement and other critical operations into highly efficient business processes.

It starts by turning paper into digital information. Scanners convert paper into data at both the Broker’s desk and corporate mailroom. Electronic data sources and reports merge seamlessly into the repository where information is instantly available at the click of a mouse. Based on the document type or status, the workflow engine intelligently automates distribution of work to individuals, groups and departments.

SmartDesk accelerates the decision-making process by presenting users, brokers and managers with just the right information at just the right time – contextually matching data and images for rapid decision-making.

Requested information is automatically joined with pended files and moved to the top of the list. The entire process is visible, manageable and simple.