tercero - investment management software

Document Manager is a secure, browser-based corporate document management and workflow system capable of large document storage, large folder structures, sophisticated searching and document routing.

wealth management software

    Key features

  • Browser based, user
    friendly interface
  • Microsoft Office integration
  • Email integration
  • Automated scan capture
    and store
  • Automated print capture
    and store
  • Commentary and Report
    review cycle
  • Document version control
  • Full text searching
  • Comprehensive workflow (via Business Process Manager)


Integrated into the Microsoft architecture, Document Manager provides support for tercero Reporting and tercero CRM, providing commentary and letter workflow as well as review cycles. Post room scanning and routing, automated capture from Microsoft Office and document workflow via Business Process Manager, give you a complete document management environment capable of satisfying complex business requirements.