Envision Adds EMC Document Management to TA Platform

Envision Financial Systems has added a document workflow capacity from EMC to its transfer agency system, making the Documentum ApplicationXtender part of its PowerAgent platform.

The combination will allow users to manage documents and workflows within the system, eliminating redundancies and errors.

It includes a dashboard interface from which executives can monitor business processes, seeing the status of completed and pending activities. The system can also check for errors and reject an item that does not meet quality control standards.

"Document imaging and processing technologies have become increasingly strategic as companies collect, digitize and categorize more information," noted Rob Tarkoff, senior vice president of strategy, business development and alliances at EMC.

"During the development of this new imaging and workflow solution, we spent a lot of time researching the actual needs of our clients," noted Satnam Gambhir, Envision president. "EMC's reputation as the leading enterprise content management vendor and their increased focus in the imaging market gave us confidence that this relationship will result in a product offering [with] the reliability and functionality that industries have come to expect from Envision."

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