Maestro features the ability to electronically scan and store your documents online! No need to store scanned images in a separate system - retain all of your documents alongside the actual client, rep/adviser or transaction record within Maestro!
- Scan, store, retrieve and print copies of paper documents
- Use your existing scanner hardware
- Rep/Adviser, Client and Transaction documents are accessed quickly and easily
- Add to existing document images over time
- Unlimited document types - just add them as needed
- Document image files are stored and backed-up on Artisan-owned servers located here in the USA
- Single and multiple pages - one and two sided documents
- Manually load or use your scanner's document feeder
Because this feature is built into Maestro, there are no other imaging software systems to buy or maintain!
Best of all, there are no additional fees for using the document imaging system!
