jCore’s Workflow component automates and monitors critical processes between departments and advisors.

By using jCore’s Workflow, your organization will gain the following benefits by:

• Having more efficient, interactive forms processing
• Connecting back office, interdepartmental, and field collaboration
• Real-time compliance with record retention, regulations & policies
• Accessing documents stored and easily accessed with SEC approved plug-in

Let the power of jCore’s Workflow help your organization to do more error-free work, in less time.