for Financial Advisors

• Secure client document storage available 24/7
• Communication log with clients and files time and date advised
• Ease of access, storage and retrieval, for Financial planning and audit purposes
• Financial planning software - agnostic
• Assists in ensuring compliance audits are easier
• Permission based file access (accountants, Bookkeepers, Financial advisors)
• On going fee agreements and fee disclosure statements contained

Contact Us

• www.ezecomply.com
• info@ezecomply.com
• Ph (02) 8379 6980

Address :-

Ezecomply

Suite 3, Level 27
Governor Macquarie Tower
1 Farrer Place
Sydney NSW 2000

*To request a Macquarie Bank “Blueprint to thrive” document, regarding adjacency revenue opportunities - email us as above with ‘Blueprint to thrive’ in the title