"... the auditors want to see the client files?..."
No problem with LiveFile360 document & file management software.
When you're managing a business, there are a million things to keep track of. LiveFile360 is here to make your life a little bit easier. With our enterprise document management system, all your files will be securely stored and easily accessible. Whether you're looking for a specific file or just trying to get an overview of all your documents, our rapid search feature will make it a breeze. And because our system is fully integrated with the enVisual CRM360 module, all your documents will be automatically linked to the relevant entities. So say goodbye to the days of hunting through piles of paperwork - with LiveFile360, everything will be right at your fingertips. integrated Simplify your searches managing get an overview of all documents
The landscape of work has undergone a significant transformation during the COVID-19 global pandemic, with a substantial portion of employees now working remotely. This shift has highlighted the critical importance of efficient information systems for seamless communication among remote workers and team members.
For businesses operating in the financial services sector, ensuring that employees have consistent, secure, and uninterrupted access to client information from their remote workspaces is paramount. Fortunately, enVisual360 offers a solution that can be seamlessly operated from a cloud environment, making the transition from a central office to a home office a smooth and uninterrupted experience in terms of client data access.
With enVisual360 hosted on a private or public cloud, all our modules, including CRM/Compliance, entity administration, document management, and accounting, remain easily accessible from remote locations. This accessibility is achieved with simplicity, security, and productivity in mind, allowing for business as usual even in the face of remote work challenges.
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!