Imaging System

Imaging System

If for example, a Broker-Dealer is required to review a variable annuity application before it is sent to the insurance carrier, the Advisor can simply scan or upload the original application to the broker-dealers client record ( that image can also be shared back with the Advisor's own archival system ). The Advisor's First Line Supervisor can then electronically notify the Advisor with a receipt showing if or when the transaction had been approved. Client data is fully current and available throughout the entire system, eliminating redundant data entry and paper storage.TrustFort is a fore runner in the new breed of technology firms who are rethinking how Technology can be applied to the Financial Services Industry, we tailor and customise solutions for both the Advisors on the front lines and also the back-office staff.