Electronic Document Management for Financial Planners and Advisors
Create a Paperless Office Today!
CEO Imaging Systems has been a leading provider of scanning and paperless office solutions for Financial Advisors since 2003.
Read our case study: Bernhardt Wealth Management
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Reduce staff time shuffling paper
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Improve client services and reduce overhead
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Protect and secure vital records
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Address compliance mandates and audit requirements
Read about us in . . .
Technology Tools for Today - February 2011
Technology Tools for Today - December 2010
Financial Advisor - February 2010
Virtual Office News February 2010
Morning Star Advisor December 09
Virtual Office News June 2009
Virtual Office News February 2008
Updated in Virtual Office News March 2007
Virtual Office News Jan 2006
Reduce Paper, Improve Service, and Staff Efficiency
CEO Image has 2 software products to help you achieve your objectives; Executive Assistant and Image Executive CEO. Both are designed to provide powerful and simple-to-use scanning and document management functionality; to get you up and running, and GOING PAPERLESS faster.
- Flexible AND logical indexing methodologies
- Scan to universal formats such as TIFF, PDF, JPG
- Store documents to local or network drives
- Secure backup to WORM media such as CD
- Index other electronic files such as Word, and Excel
The Executive Assistant® software for standalone and small offices, and Image Executive® CEO enterprise system provide comprehensive, flexible, and scalable paperless office solutions. The CEO paperless office has been implemented in financial advisor firms of varying sizes, including standalone, small office, or large office environments.
The Image Executive CEO® incorporates powerful security to protect the confidentiality of records as well as control access to departments and logical groups of documents by different users. The software scans to industry standard formats including TIFF, PDF, and JPG, as well as provides functions for importing and storing electronic records including Microsoft office Word and Excel files, and emails. Workflow features to file batches of report documents are included to enhance office efficiency and integrate with various report automation software products.
Specific advisor based solutions that CEO is utilized for include the following:
Client records
Applications
Planning documents
Tax documents
Estate documents
Correspondence
Signature pages
Business records
Firm accounting, and personnel records
Integration With Junxure® CRM
Both The Executive Assistant® and Image Executive CEO® are integrated with Junxure CRM, the industry leading CRM software. More>>
Fujitsu... manufacturing reliable high-speed duplex scanners with a variety of excellent features - the great compliment to CEO's software products.
What do our clients think of us?
Solutions for the Real World
"CEO Image software gives us the tools to electronically organize and securely store new account forms, applications, monthly statements, and other client records. We are eliminating paper, and finding the documents we need, NOW."
Ralph Wendell, Wendell Financial
"At Bernhardt Wealth Management, we decided to create a paperless office environment as a tool to optimize efficiencies and better utilize staff time. After researching several options for our document management system provider, CEO Image Systems was the perfect solution! With its ease of use and comprehensive solutions, as well as its built-in security, we've found everything that we needed. From the initial planning and purchasing to the training and implementation, CEO Image Systems has surpassed our expectations."
Gordon J. Bernhardt, CPA, PFS, CFP®, AIF® Bernhardt Wealth Management President & CEO
"We are using CEO Imaging to go as close to paperless as we possibly can in our financial planning practice. The software is excellent -- easy to use, extremely customizable to our configuration, and both reliable and stable. The CEO staff was superb in their setup, installation, and training support."
Sean Curley, CFP, The Retirement Planning Specialists
"We love your product! Executive Assistant has been everything we were looking for in a scanning system. Scanning, filing, and retrieving documents electronically means no more paper filing and quick, easy access to documents for everyone who needs them, whenever they need them. Once we got our filing structure set up, everything went smoothly after that. CEO Image's technical support has also been very much appreciated whenever there have been any questions about the software or we have needed any help."
Susan B. Haugen, RP Director of Operations RMR Financial Advisors, LLC