The best part about moving over to a cloud-based platform is that we have been able to go paperless. We get to save money and the environment! Working digitally allows us to spend more time helping our clients reach their financial goals and less time stressing about misplacing an important document. We love that we have a place to store all our clients' important documents in the Document Vault. This makes it easier for us to track what compliance documents are still missing. Workflow is more streamlined because of the user-friendly interface and productivity has increased!