docSTAR™ financial planners
- Instant information access — Documents such as trade confirmations and financial plans can be located in
seconds and never get lost — enabling you to provide clients with nearly instantaneous access to critical information.
- Reduced labor costs — DocSTAR offers an efficient process for sorting, filing and retrieving records from your
desk in literally seconds, allowing you to minimize your personnel requirements and assisting you in complying with
SEC regulations and NASD standards.
- Reduced demand for physical space — All paper files can be stored electronically on removable disks with
capacities starting at over 85,000 typical pages per disk (a typical file drawer holds approximately 2,000+ pages).
- File protection — DocSTAR protects against loss due to disasters, while critical information can still be kept on-site.
- Irrefutable document integrity — DocSTAR’s AuthentiDate Image Marking technology virtually eliminates
any possibility of altering documents stored in the system without detection, ensuring undisputed authenticity
Contact your local representative:
You can contact us at 717-757-2679 or
We are located in East York, at
1150 N. Sherman Street, Suite 100.