Document Management

Document Management



For 32 years, Paperclip has revolutionized the ability to efficiently capture, process and manage the most sensitive business content. Paperclip provides paperless content management solutions while enabling security and compliance.


Sycamore Company is a modern back-office technology solution for broker-dealers and RIAs. Sycamore Company is revolutionizing and transforming broker dealer and RIA back-office software with a modern, fully integrated solution that's built on the Salesforce platform.


Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients. 

Forms Logic

Forms Logic Software is a cloud-based system for companies looking to integrate single data entry across multiple forms. We recognize the challenges inherent in managing paperwork that require inputting the same data among multiple forms. 


Quik! is the industry-leading forms management and forms-enablement solution. By improving business processes, increasing efficiency and saving time Efficient Technology, Inc. delivers on the promise of workflow automation. Quik! helps people at small and medium-size businesses do their best work. 


We help streamline the way companies sign up their clients.  We digitise and secure the entire end-to-end process saving companies time and money.  Instead of receiving documents from companies by email or post, customers get that information directly in their MyDocSafe.


Hexure (formerly Insurance Technologies) provides digital sales solutions to the life and annuity industry. Carriers and distributors use our solutions to create and enable a seamless sales experience for their advisors and consumers.