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m-files for financial planners in this presentation I would like to give you an overview of the m-files solution and the benefits that it provides to financial planners and associated businesses to give you an overview of where were headed today what this is all about is a way to centralize all of the companys information whether thats your paper-based files electronic documents emails invoices financial plans all into a central system could clean easily in fact its got to be quicker and easier than your current manual processes so Im not adding a job to the day but most importantly its about retrieval so allowing you and the staff to be able to find anything instantly that any way you can think of it so who its from what its about when it came in via a keyword off a document and we have it up on the screen immediately so its primarily designed as a Productivity tool the third and last part of the system is where it all comes together where we look at things like assignments
