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Ticoon
DocServ is a document distribution solution that is integrated with a document management system or document production system. Financial services firms use DocServ to distribute batches of documents including statements to multiple advisors and investors. DocServ is:
- A secure, unified place for all documents related to the wealth management value chain,
- Leveraging a scalable, high-performance electronic document storage system (Microdea),
- Integrated workflows that allow users to upload, archive, retrieve and distribute documents electronically in any format
- Equipped with full audit and reporting capabilities.
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