Electronic Binders

Keep everything in one place.

MyOffice^® stores data and documents in secure electronic binders that are backed up automatically.

Authorized work group members can change documents still in process.

Changes to contact information can even be integrated into your CRM system, eliminating duplication of efforts.

Don’t worry about compliance. Archived data and documents are stored in a non-alterable and non-erasable format.

When you need more information about specific investment products, you can communicate directly with Product Sponsors.