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Feb 12, 2010 3:57 pm

CALI123

Joined: 2009-01-30Offline

Anyone using an online document storage company like Docupace (or anything similiar) they they like AND is SEC compliant?

I am using Redtail for my storage and I am looking to change (tired of the CRM)

Thanks!

Feb 12, 2010 7:42 pm

joelv72

Joined: 2008-11-28Offline

Haven’t gotten that far (just got my subscription yesterday), but Morningstar Office Edition has that functionality built into it.

Feb 13, 2010 4:09 am

san fran broker

Joined: 2006-02-26Offline

Mrningstar’s ok, but its not very flexible and really best for posting client documents. For actual document storage, jungledisk or netdocuments.