Electronic file storage and retrieval

Good morning. Our firm is looking at software systems/products for electronic document/storage and retrieval. We are looking for this from a firm level but importantly from a compliance ease of use as well. With regulatory exams now completely electronic, ease of use and organization is key. I am just curious from a compliance perspective how you store and what system(s) you may use.

Thank you.

Audrey Wheeler

Audrey Wheeler
Chief Compliance Officer
216-912-0558 Direct
216-912-1461 Fax
Please note: We have moved! Our new address is below

McDonald Partners LLC
1301 East 9th Street, Suite 3700
Cleveland, OH 44114
Visit our new website www.McDonald-Partners.com


  • edited May 2017
    We moved to Worldox a year ago. Works very well for us.

    | Teresa L. Burch | Atwood & Palmer, Inc. | 4520 Madison Ave, Suite 200, Kansas City, MO 64111 |
    |*Phone 816.931.2266 |* Direct 816.872.3954 |*fax 816.931.0864
    |*email tburch@atwoodpalmer.com | * www.atwoodpalmer.com

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