Document management software for IFAs

Just imagine if all the information that comes into or out of your business, including emails, attachments, printed documents, supplier invoices, FSA correspondence, client correspondence, in fact everything, was automatically recorded and filed in one central repository.

And then you are told any time a document is accessed or modified, who modified it, what changes were made and who has seen the revised document. And a permanent audit trail is kept for every single document - so if you want to share your documents with suppliers, clients or even the FSA, then you can prove exactly who has seen what.

Welcome to Invu. Trusted by thousands of IFAs, it automatically files every document you need in your business and always knows exactly where it is and what it's about. So you can find whatever you need, in a matter of seconds. And there's no more wasted time hunting for misfiled documents, or papers that have already left he building.

Contact us today to discuss how we can save your department time and money with an easy to use storage system that puts you in complete control of your data and works in conjunction with your existing IT network. It's simple, fast and guaranteed to improve your performance levels within the first few weeks.

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