Financial Services: Document Manager and Storage
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Financial Services

Providing financial services may mean anything from providing small net worth individuals with financial advice to accounting for large corporations. The ability to effectively pool resources and efficiently communicate enables financial services providers to meet the needs of their clients in a cost effective and efficient manner.

Here is a select list featuring some of our clients providing financial services.
 
Sun Capital Group:
Sun Capital Group, a nationwide financial services firm offers clients a wealth of innovative investment services. With ongoing information control issues among the financial services industry, document storage and management tools are both legally required and professionally desired. HyperOffice document management tools allow Sun Capital Group to manage documents effectively and have viewable access to document and contract histories.
 
Financial Freedom Investments:
Financial Freedom Investments is a successful group of real estate experts. When this successful investment firm wanted to share documents, utilize business class email, and share documents effectively, HyperOffice was their choice. Seamless integration with their existing Outlook tools ensured a successful transition.
 
Randy Gorham, CPA:
As a CPA and management consultant, Randy Gorham and partners need the ability to communicate and collaborate effectively. Tax documents, client information, and project communication can all now be shared and collaborated on through HyperOffice. Hyperoffice has enabled this group to work as a efficient team.


Other Clients include:

 
 
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