Document Management
Automate, generate and pre-populate documents. Experience seamless document management with Quva.
Document Management Made Easy
Effortlessly manage, organise, and securely store all your documents throughout the investment journey with Quva. Our intelligent document features not only automatically generate and pre-populate various documents, including investor agreements and share certificates, but also facilitate e-signature, ensuring efficiency and compliance at every step.
Documents Made Easy
Quva's Document Management functionality enables you to:
- Upload and securely store documents
- Distribute documents internally and to clients
- Automatically generate and pre-populate documents with key information
- Collaborate with cloud documents
- e-Signature capabilities
Document Features
Quva serves as a secure repository for critical investment documents, accessible to both internal teams and clients. By centralizsng document storage, it ensures data security and easy access.
This streamlined approach enhances collaboration, transparency, and compliance, fostering trust and efficiency in investment operations.
On the Quva client portal, investors can receive email and portal notifications for any new documents and reports, ensuring prompt access to essential information. Administrators can also track whether the document has been opened and read, providing transparency and accountability.
This streamlined process enhances communication efficiency and strengthens trust between investors and administrators.
Quva automates the generation of essential investment documents, such as investor agreements and share certificates, pre-populating them with necessary investor data.
This streamlined process ensures accuracy and efficiency, facilitating prompt distribution both internally and through the client portal. Ultimately, it enhances transparency and compliance while saving time.
Quva simplifies document management by allowing traditional uploads like PDFs and PPT files, while also enabling users to connect and collaborate via direct links to cloud-based repositories like Google Drive and Microsoft SharePoint.
This integration enhances accessibility and fosters seamless collaboration, optimising workflow efficiency and productivity.
Quva streamlines document processing by automatically requesting and embedding e-signature capabilities, enhancing compliance and efficiency.
This feature enables swift document execution, reducing manual handling and ensuring regulatory adherence. Ultimately, it expedites workflows and enhances overall operational efficiency in managing investment documents.
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Whether you’re looking to streamline how you manage your investments, or simply have a burning question, get in touch today and see how Quva can help take you and your business to the next-level.
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