Investment companies that manage and provide mutual funds, alternative investment products, institutional money funds, hedge funds, and protected principal funds generate a large amount of documents that need to be stored and tracked to maintain compliance.

Secure Fund Document Archive

Provide a secure, electronic repository for documents relating to different investment products such as real-time shareholder investments, mutual funds, and college savings plans.

Managing Compliance

A complete document history is stored so every action can be tracked to who made the change and when to maintain compliance.

Fund Management System Integration

Easily integrate the document management repository with your existing fund accounting and servicing software so users can easily access documents. DocuNECT is integrated with PowerAgent and PAWorx developed by Envision Financial Systems.

Manage Document Retention

Manage the retention policies and document disposition for documents to make sure that retention regulations are met.

Portford - Financial Services - Bigger

  • CAPTURE

    Capture documents from a number of different sources.

  • DISCOVERY

    Use business rules to classify documents and extract data.

  • DISTRIBUTION

    Delivery documents via workflow and system integration.

  • MANAGEMENT

    Secure repository for managing documents.

  • RETENTION

    Manage the document retention and disposition process.