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Tuttle Financial Services, Ltd.™
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Download Case Study
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Company Overview: Fee-Based Comprehensive Financial Planning - Retirement & Pension Analysis -
Investment & Risk Management
web site: www.tuttlefinancialservices.com
Location: New York
Industry: Financial
NetDocuments Usage: Saleforce.com integrated for client-centric document management using
NetDocuments workspaces
Software switched from: File Directory Structure
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CHALLENGE
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Identify a feature-rich document management to integrate with Salesforce.com and handle a large
amount of client documents.
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Meet SEC and NIMRA compliance requirements.
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Need instant access to client files at all times.
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SOLUTION
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The firm ties everything from the Salesforce.com record and has client-related emails and documents
directly linked and accessed from the respective client's Salesforce.com account to NetDocuments,
anytime, anywhere.
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NetDocuments Workspaces are used for each client to scan, store and access all client related documents
which easily number into the hundreds.
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Upon a compliance audit request, the firm is ready and able to present their documents for review.
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RESULTS
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"Salesforce (as CRM) and NetDocuments have become critical to the business--both for service
reasons and for the extensive compliance we do as a Registered Investment Advisor (RIA) firm. It
dazzles my clients as I simply pull up the docs in front of them."
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"I teach extensively and store hundreds of documents and presentations for these courses on-line
with NetDocuments and even use NetBinders for easy access by the several hundred professional students
I teach each year."
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"The key driver for selecting NetDocuments was its rich interface and integration with
Salesforce.com."
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"We are very much like a law firm because we are paper intensive. Its superb to have NetDocuments
help us manage all our docs on behalf of the clients."
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"NetDocuments support people have been terrific."
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"NetDocuments prevents us from having to hire an administrator to handle our documents, saving
us somewhere in the range of $50,000 base plus benefits a year. And instead of sending documents to
clients using mail, we just send an email to the client directly from within NetDocuments."
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