ShareDocs Enterpriser

Working in finance is a gateway towards piling stacks of documents. Financial advisors particularly have niche expectations to fulfill; having a heap of paperwork, cross referencing files while on call, and going back and forth with a client all day long are only a few glaring problems. But what if we told you there’s a solution? A document management solution (or DMS for short) can help you solve these problems from their root cause: a DMS organizes data in a central location, all digitally, while providing you with a host of features that are targeted to help you become more efficient financial advisors. Here’s how DMS can benefit your company. Instant access to client information DMS makes it easy to store data in a repository which can be searched and accessed instantly. Scanning client documents and uploading them to a DMS ensures that you can access them from a single location. DMS also allows you to look through a document’s tags & its metadata. That way you never need to ru...

  ISO 27001 is an international standard for information security management systems (ISMS). It provides a systematic approach to managing sensitive company information so that it remains secure. The standard includes requirements for establishing, implementing, maintaining, and continually improving an ISMS, and it also includes requirements for the assessment and treatment of information security risks tailored to the needs of the organization. Key Components of ISO 27001 1. ISMS Scope: Defining the boundaries and scope of the ISMS within the context of the organization’s operations. 2. Leadership and Commitment: Top management must demonstrate leadership and commitment to the ISMS. 3. Information Security Policy: Establishing an information security policy that aligns with the organization's objectives. 4. Risk Assessment and Treatment: Identifying, assessing, and treating information security risks. 5. Statement of Applicability: Documenting the controls selected ...