IMPROVE YOUR EFFICIENCY
Accessed through the Internet, CFM for Financial Advisors is the practical document management system with no servers or software for you to manage. The system has a friendly and simple-to-use web interface, while the CFM platform delivers secure, reliable document management capabilities, enabling you to spend more time focusing on your core strengths.
A SOLUTION FOR YOU
CFM has a singular focus of bringing the paperless office to financial advisors, and has partnered with industry experts to bring you the technology-appropriate document management system which supports your business processes. Because the features and functionality have been designed specifically for financial advisors, your office will experience increased productivity almost immediately after adopting the CFM solution.
ACCESS ANYWHERE, ANYTIME
You'll be astounded at the amount of time and space you save when converting to CFM, not to mention the boost to your professional appearance. Imagine all your client file paperwork available at the touch of a button and complete control to search for, view, print, or email important documents at any time, from any location.