Tel: +353 1 870 4999
Tel: +61 3 8612 3309
Tel: +61 3 8612 3309
Tel: +353 1 870 4999
Tel: +353 1 870 4999
Tel: +1 905 876 1791
eXpd8 Broker Solution
eXpd8 Broker solution is designed and developed to ensure that all critical broker information to do with a client is in one central, searchable, easy to use screen.
eXpd8 Broker will allow your firm to manage, monitor, and report and access all relevant broker information they need to run their business no matter where they are.
It is the ultimate answer to a more paperless office, thus finding, searching and retrieving, your client relevant information, in a seamless and more professional manner.
Click Here for Product Features
For more information call +353 1 8704 999 or email sales@expd8.com
We have been using eXpd8 document system for 4 years and it has been a tremendous tool for us in not only storing and retrieving our scanned documents but also in storing emails, letters and spread sheets generated around our client activities. Apart from the streamlined operation we have not created a paper file since we started using the system and out own office space is uncluttered as a result. Furthermore the ease of transmission of information and specific files to and from our clients and their own advisers has been enhanced immensely. I would strongly recommend the eXpd8 system to any business that has up to now been involved in the generation and storage of large volumes of paper based around daily client interaction.
Eamon Porter, Certified Financial Planner and Wealth Manager, Malahide, Co Dublin, Ireland
View all
