Document Archiving Software

Any time you need to quickly file a significant number of documents,

Auto Filer

saves time so you can spend it on more productive and exciting work. From ongoing performance reports, to monthly custodial statements, to quarterly or annual tax statements, this solution makes filing faster and error-free.

File in batches to make the process more productive

Great for statements and reporting

Auto Filer makes filing a breeze by giving you the ability to bulk file documents into your document management software or a Windows® folder structure. For example, if your office generates client reports using software like Portfolio Center® or Advent Axys®, use Auto Filer to streamline the process of batch filing them for archiving and/or compliance.

Intrigued? Let’s talk.

Learn more about how we can help your firm delight in filing financial documents.