"... the auditors want to see the client files?..."
No problem with LiveFile360 document & file management for enVisual.
LiveFile360 is our enterprise document management system which is fully integrated with the enVisual CRM360 module. Your files are linked to enVisual entities (individuals/companies/trusts etc.) along with other metadata to make your search simple and fast. LiveFile360 is safe and secure with rapid search - even across a global cloud network.
Learn how LiveFile360 is helping remote workers during the COVID-19 pandemic.
"Like other firms, our office switched to a home office due to the Corona Virus outbreak. We are located in several countries and our entire office was able to work efficiently due, in large part, to enVisual. We could access all client files and information in enVisual and felt confident of the security of the document management software system. We were very impressed and happy with how efficient working remotely turned out due to having enVisual."
Self-isolation due to the COVID-19 global pandemic has forced many businesses to relocate employees from offices to, remotely working from home. For businesses operating in the financial services sector, it is critical that these employees continue to have consistent, unhindered and secure access to client information from their remote locations. Fortunately, enVisual360 can be operated from a cloud environment, making the jump from a central office to home office seamless in terms of client data access, meaning business as usual. With enVisual360 hosted on a private or public cloud all of our modules from CRM/Compliance, entity administration, document management or accounting are all accessible from remote locations; simply, securely and productively. Here's how one of our clients described their experience;
LiveFile360 key features
Thoroughbred document & file management system
Integrated with enVisual CRM360
Highly secure, database-driven, utilzes our LiveFile technologies
Can support fully 'locked-down' file systems
'Serves up' files to enVisual modules - ideal for compliance
Rapid posting from Office applications and multi-function devices
Automatic posting of enVisual generated files
Don't let this
walk away with your client files.
The confidentiality of your client files is paramount to your firm. With the impact of the leaking of the 'Panama papers' and more recently 'Paradise papers' still being felt around the globe, don't let your firm be next.
If your vital client files can be seen, they can be copied off your system on to a simple USB stick and carried out your front door.
How many more cases of file theft do you need to read about before you take action?
The LiveFile360 document management system can be implemented in total 'lock-down' mode completely protecting your files from file theft.
Some of the key measures include;
Full encryption of all files and documents
Files stored as database objects
Support for 'hidden' network file systems
Full audit trail covering all file access
File/document access limited to the LiveFile360 interface
How does this help you?
Simply, when deployed this way LiveFile360 will ensure maximum protection of your vital client files from theft. With an encrypted, locked-down file system even the most technical network specialist will have serious problems finding let alone copying your client files!
Protect your files now!