Clientix document management module helps improve the client onboarding and management experience. You can now easily generate all client documents automatically and track documents needed to establish a client relationship regardless of the complexity. With an adaptive self-configurable documentation checklist, you can manage and generate account documents on your organizations pre-designed forms, integrate with your current document management repository or replace legacy repository tools.

  • Capture digitized documentation in a centralized repository
  • Generates alerts when documents are expired or missing
  • Easy access and distribution of client document
  • Allows the upload of multiple formats
  • Organizad by Client Account
  • Powerful search capabilities
  • Integrates with existing platforms
  • Facilitates workflow organization wide