The Content Central™ finance document management software system provides an easy-to-use, browser-based access point for your information. Whether you help develop financial strategies for your clients or manage financial information in a bank, this enterprise content management software can be configured to fit your office.

From money management and banking to personal investments and venture capital, helping your clients understand and manage their finances better generates information that quickly consumes valuable space in your office. More importantly, in an era where technology moves almost as fast as the speed of light, the ability to access your clients' information rapidly can separate you from the competition. Document management software in the 21st century solves both of these problems and more!

Content Central™ will catalog these documents giving you fast access through a robust, browser-based search engine while keeping them completely secure. Manage the documents as if they're still in hard-copy form with collaboration from your employees, and treat them as if multiple copies exist by viewing the same document on several computers at once. Keep a complete history of your clients' financial information by storing more of their documents in less space. Never again worry that an application or statement could become lost or destroyed. Do it all from the convenience of your web browser!

Banking

• Account Enrollment Applications
• Account Statements
• Account Closing Forms
• Checking and Debit Applications
• Direct-Deposit Enrollment Forms
• Automatic Payment Change Request Forms
• Transaction Search Forms

Investment

• Authorization Forms
• Disclosure Statements
• Stock Power of Attorney
• Dividend Tax Exemptions
• Indemnity Agreements
• Informal Trust Agreements
• Shareholders Agreements
• Investment Performance Summary Reports
• IRA related documents

Accounting & General Finance

• Transaction records like Purchase and Sales Registers, Cash and Bank Books and General Journals
• Audit worksheets for each client and accounting year
• Audit queries raised and clarifications received from client's management
• Audited accounts and reports thereon
• Cost estimates by product, department and cost element
• Cost reports that compare actual costs against original estimates