Straight-through processing speeds activities like opening accounts and account servicing, request for funds processes, investment objective changes and portfolio management set up.

OnBase provides wealth managers with access to member documents and data, but it connects that information to other line of business applications, putting more information at their fingertips. OnBase content can also be extended outward, making it accessible to clients.

Protecting and managing employees is vital to the success of any organization. But when HR policies and procedures are stored on paper, ensuring employees review and acknowledge these documents is time-consuming and prone to error. The OnBase Policy and Procedure Administration solution solves this problem, creating a single place to distribute, acknowledge and archive your policies.