Document Storage for Personal Wealth

Posted on Dec 16, 2009 in Records Management News

Watch the video … any new ideas for doc­u­ment man­age­ment … here is one …

http://www.morganstreetdocuments.com/videos/msds_tour_s1_768x576.html

Mor­gan Street Doc­u­ment Storage

As your wealth increases, man­ag­ing life becomes more complex—with a mul­ti­tude of advi­sors and thou­sands of pages of finan­cial, legal, busi­ness and per­sonal documents.

Mor­gan Street Doc­u­ment Sys­tems sim­pli­fies your life by orga­niz­ing all of your crit­i­cal infor­ma­tion into an eas­ily acces­si­ble, com­pletely secure, dig­i­tal vault.

Indi­vid­u­als use Mor­gan Street to pro­tect and share all of the infor­ma­tion that’s crit­i­cal to their lives. In addi­tion to finan­cial and legal infor­ma­tion, our clients are using their vaults to pre­serve and share more per­sonal legacy items—photographs, fam­ily trees, mem­oirs, cor­re­spon­dence, per­sonal his­to­ries and fam­ily videos.

Fam­ily offices, insur­ers, banks, wealth advi­sors, bro­kers, and other advi­sors use Mor­gan Street to stream­line their back office oper­a­tions, deepen their client rela­tion­ships and pro­vide supe­rior ser­vice to their highy val­ued clients. Mor­gan Street enables advi­sors to go paper­less, opti­mize their busi­ness processes and auto­mat­i­cally dis­trib­ute doc­u­ments elec­tron­i­cally to their clients’ vaults.

Access any­time from any­where. Our web-based inter­face is always on, giv­ing you instant access via the Inter­net. Any doc­u­ment you need will always be avail­able, with all your doc­u­ments securely stored in one place.
Find every­thing. You can search for doc­u­ments by name, type, date or by a sim­ple text search.
Share your doc­u­ments with those you trust. Grant access to spe­cific doc­u­ments to instantly share with your fam­ily mem­bers and advi­sors, avoid­ing the need for ship­ping and/or faxing.
A per­sonal touch. Mor­gan Street con­nects you with a Per­sonal Archivist™, a trained records man­age­ment pro­fes­sional who will per­form all the prac­ti­cal tasks of orga­niz­ing your doc­u­ments and upload­ing them into your vault.

Read more about … http://www.morganstreetdocuments.com/videos/msds_tour_s1_768x576.html

Com­pli­ments of File­Man Research

Cary

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Cary F. McGov­ern, CRM

File­Man