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SECURE DOCUMENT DISTRIBUTION
Meet your clients' delivery preferences while maintaining perfect regulatory compliance—whether that’s with traditional print or secure digital channels.
Physical document production
With production capacity for over 30,000 client reports daily and approximately 100,000 contract notes, our mirrored production sites ensure business continuity and disaster recovery capabilities for all print and mail services.
Digital document solutions
Our secure e-delivery options include PDF attachments and a comprehensive Document Management System (DMS) with customisable access controls, mobile compatibility, and direct third-party sharing capabilities. The tiered access system allows precise control over which users can access specific documents at the corporate, advisor, client, and account levels.
