What does KIS Track™ do for you?

KIS Track delivers

• More time to spend on sales and less time on administrative processing
• No lost documents
• Immediate data retrieval
• Less time and cost spent on overnight mailing of documents
• Automatic routing of documents to staff and partners for processing
• Instant notification of "ready" documents

... for CEOs

• Representatives have more time with clients and prospects
• Electronic cash deposits without cost and time delay of overnight mail
• Investment assets put to work quicker, resulting in happy clients
• Commissions processed quicker, resulting in happy representatives
• Knowledge that data retention meets NASD & SEC compliance requirements

... for Chief Compliance Officers

• Permanent, unalterable records that can be accessed on demand
• Pre-determined, customizable, trackable workflow routines
• "Key word" and "key phrase" mining tools for email and ad copy

... for Chief Technology Officers

• A level of security that meets your strictest requirements
• An outsourced solution that saves time and budget
• An easy-to-implement tool that easily integrates with all data resources
• A system that streamlines processes and provides simple administration
• The ease of dealing with one vendor for all of your storage, workflow and compliance needs

... for National Sales Managers and OSJs

• More time for representatives to sell
• Less time spent on administrative details
• Commissions are paid more quickly