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Working efficiently and accurately are important cornerstones for you as a financial adviser. We understand that completely! That is why we are glad to make the cut, paste and copy trick unnecessary. On the basis of research and experience, our Word specialists have developed software that makes your work quicker and easier.
Are you a financial adviser who works a lot with paper documents? All those deeds, legal documents and files are full of standard texts that you can simply copy when you draw up a new document. Nice and fast... right?
We say: this can be faster, more accurate and more consistent.
We build the software that lets you generate Word documents from Microsoft Word templates using variables, markers and a great deal more. That way you spend less time per task, can serve more clients per day and may even have more free time.
By the time you draw up official documents back at the office, after a meeting, you have often already lost a lot of information. Thanks to our software you can put variable input straight into the right document during the meeting, from your tablet or smartphone. After that it is simply a matter of printing at the office and you are done.
Nobody is infallible. That is why manual work carries a high risk of error. So every time someone copies a piece of text from one document into another, you run the risk of inaccuracies creeping in. In the case of official documents that is of course highly undesirable. Because our software can automate these steps, all you have to enter by hand are the variables. That reduces the chance of errors considerably.
The good thing about working with a template is that your forms are always consistent. That not only looks tidy, it also works well. Of course we also give full thought to the challenges specific to your sector, so we can develop many more benefits on top of these. Think of automatically ruling off any space left open in documents that has to be made unusable before signing.
Want to know more?Ask Armando
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