Trusted Advisors
Send with Confidence. Receive with Confidence.
Protect the relationship. Differentiate the practice.
Your clients trust you with some of the most important decisions in their financial lives. EZDocTracker is designed to add trusted context around the documents you provide to them and the documents they authorize back to you.
Why Trusted Advisors Participate
More Confidence. More Value. Less Friction.
Sleep Better Knowing Who Is Behind the Document.
Important documents should carry more confidence than an email attachment or anonymous upload. EZDocTracker is designed to preserve trusted context around who provided a document, how it was delivered and who authorized the exchange.
More confidence in what you send. More confidence in what comes back.
Explore Trust & Fraud →Give Prospective HNW Clients Something Most Advisors Don't.
High-net-worth clients often manage important documents across multiple advisors, institutions and portals. Introducing a client-centered document environment gives them greater control, continuity and confidence across their broader financial relationships.
Differentiate your practice with a structure clients can carry across their financial lives.
Stop Waiting for Documents to Make Their Way Between Professionals.
Important documents may already exist with your client’s attorney, CPA, lender, insurer or another trusted professional. Getting them to the next professional can still involve client involvement, multiple requests and follow-up. EZDocTracker is designed to make authorized exchange more direct through the client’s trusted environment.
When the document already exists, getting it to the right professional should be easier.
Traditional
Professional → Client → Other Professional → Client → Professional
EZDocTracker
Authorized Professionals ↔ Client-Controlled Environment
Client-Centered by Design
Your System Serves Your Practice. EZDocTracker Connects the Client’s Financial Life.
EZDocTracker is not designed to replace the systems you use today. It gives the client a trusted environment where authorized professionals can participate while the client remains in control.
Schedule a Conversation
See How Trusted Document Control Could Strengthen Your Client Relationships.
We are speaking with individuals, families, advisors and financial institutions about how trusted document control could fit into their financial lives and professional relationships.