Document Management
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Aristata leverages the capabilities of
Microsoft SharePoint to provide integrated
document management in all of its
applications. In doing so, Aristata provides
a logical location to store documents related to any
"item" (client portfolio, investment
account, asset, bank account, charitable
grant, tax return, activity, meeting, etc.)
in the system.
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KEY BENEFITS |
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Improved security
through a single secure location for
documents and ensuring that the right
people are able to access the right
documents.
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Improved compliance with
regulation or legislation.
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Central control and
management of documentation.
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Improved customer service
through faster access to and
retrieval of important customer
information.
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Reduced chance of "losing"
documents since every
document is organized and
categorized. |
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Improved staff productivity
through less time spent
searching for documents or
trying to find the current
version. Faster document review
and approval cycles,
particularly where multiple
reviewers and approvers are
involved in the business process.
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DOCUMENT MANAGEMENT
COMPONENTS |
Storage -
Aristata
leverages a SharePoint concept called a document library to
store documents in a well organized structure
that reflects that Aristata family office data
hierarchy. Document libraries can hold any
document format, including Microsoft Office
files, PDFs, images, videos, and text files.
Indexing - Aristata creates a full-text index of any
document added to Aristata. The full-text index lets users
search for documents even when the target search
terms appear somewhere deep within a document.
Workflow - Aristata offers integrated
workflow that allows you to quickly request
feedback on a document or get approval. |
