Secure Document Management
Keep your files organized and inspection-ready with built-in audit trails and compliance tools.
Secure Document Management Highlights
Our Compliance app allows your compliance team to track, store and organize your firm’s critical compliance information.
Advyzon’s integrated, secure document management system keeps your firm organized and inspection ready.
Securely store, archive, and share client files—such as performance reports, invoices, and review materials—in just a few clicks.
You can track, store, and organize compliance-related documents. WORM-compliant storage, audit trails, retention policies, and role-based permissions.
Key Features—Designed to Meet SEC Requirements:
- Write Once, Read Many (WORM)
- Indexing (customizable and reportable)
- Retention Policies (3 years, 6 years, or Lifetime)
- Automated retention expiration document handling (Keep, Remove, Delete)
- “Submit for Review” workflow from Documents app
- Audit Trail tracking (index create/edit, user permissions, document add/submit/reviewed)
- AWS S3 (storage security and duplication)
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Propel productivity and growth with the industry’s
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