Financial Document Management

Filing and Retrieving Documents Made Simple.

PinPoint Financial document management system enables a flexible, standardized system for managing client information, company records, correspondence and emails, all in a way that’s efficient and effective, keeping you compliant and productive in your day-to-day endeavors. In today’s financial services market, manual document management processes slow you down and make it hard to keep up. In order to improve your business processes, it is crucial to have a powerful, flexible document management solution that will help you stay intact with changing regulatory requirements. PinPoint Financial document management allows you to stay on task and on time when push comes to shove.

Professionals that work with financial files have the difficult task of categorizing. However, using PinPoint Financial, managing your financial files for clients could never be easier! With PinPoint Financial document management, users can organize new and active documents to archival type files for quick and easy retrieval. In addition, financial professionals can share files securely with their clients, and file documents from any source, including directly from other applications. Keep business moving with a Client/View Portal for clients to quickly access their documents and information. Workflow and version management can ensure the progress of document tasks along with enabling the financial professional to track and compare changes. Cabinets and folders organize your organization with fully definable information and full content search and capture.

PinPoint Financial gives you the ability to automate your business processes and take back the lost time spent on maintaining and organizing your paper files. With multiple retrieval options, PinPoint delivers easy access to information with a centralized Financial document management repository, including improved QA tools to organize your firm’s documents safely and securely. Built-in version control and history tracking for your critical documents, as well.

Store any type of file for your folders and simplify your file search efforts with full text content and metadata retrieval options. Drag-and-drop any file type to your client folders and define the infrastructure to easily manage and organize your data.

Program Keypoints

  • Built-in automation to file critical documents, or file them manually.
  • All files are searchable by full content search.
  • Capture data elements from the document and move to your accounting system for automatic posting of transactions, invoices, etc…
  • Easy access to information with a centralized document management repository.
  • Improved QA tools to organize your bank’s and other secure documents safely.
  • Drag and Drop and let the system file for you.
  • Simplify file search efforts including full-text content and metadata.
  • Monitor your folders for missing files not yet received.
  • Easily file emails and their attachments with one click from Outlook.
  • Check-In/Check-Out with version management and history tracking.
  • Portal level security to enable web access to documents for your active clients.

Additional Resources

  • Installation performed by LSSP Corporation with your staff at a “core business” kick-off meeting
  • Assistance with full security integration and setup allowing quick access for the company
  • Help exporting your current infrastructure
  • Automatic updates for new versions of the software
  • On-going support & training classes offered weekly
  • Ability to quickly send documents for signatures and seamless retrieval
  • Integrate with QuickBooks, Great Plains, SharePoint, MS Office, OneDrive, etc.
  • Access from any location using any device
  • Audit log reporting
  • Complete API and WebService