Collins launches online document hub
Headof the Tom Collins Consultancy, Tom Collins, has launched an online document management hub called Offerdox.
Offerdox will provide fund managers with a portal for publishing, storing, maintaining, archiving and securing any document they want to make available online.
According to Collins, maintaining online documents is an increasingly complex task. The number of documents fund managers need to have available online, combined with the added complexity of multiple versions of any particular document, makes the whole process a headache, he says.
“As the industry moves more online and towards achieving efficiency in standard processes, Offerdox provides managers an easy way to maintain their online documents. It also provides dealers and advisers an easy way to access documents online,” Collins says.
Offerdox is aimed squarely at this niche, claiming to be capable of delivering online document maintenance more cost-effectively than in-house management.
While documents are stored on the Offerdox hub, they are only accessible for alteration by a fund manager’s authorised staff. Planners, dealers, researchers and other interested parties are not able to tamper with documents that they download and the hub will only allow the absolute latest version of a document to be downloaded or accessed.
Offerdox is also aiming to become a one-stop shop for intermediaries, allowing them to access forms from many fund managers.
Automatic form population can be set up by dealers and discount brokers, as can authorisation levels for advisers and researchers.
Recommended for you
Half a year after Count Financial told its advisers to exit several Metrics Credit Partners funds, research house Lonsec has now downgraded two of these products over governance concerns.
Having divested its financial advice business to Fortnum Private Wealth, Australian Unity has shared further details on how it is transforming the wealth arm of the business to focus on investment bonds.
With candidate retention a concern after a professional year, two large licensees have shared how they are structuring their programs to successfully ensure candidates are keen to remain beyond the year.
Evidentia Private has appointed PIMCO’s Haydn Scott as principal for private wealth solutions, focusing on asset consulting and private markets.
