Paperless technologies

J.W. Cole’s commitment to value-added technology systems began many years ago with a pledge of substantial resources to create a “paperless” home office.  Through this initiative, all customer account files are scanned, labeled and securely stored in a web-based environment and made accessible to our Investment Professionals.

Through a strategic partnership with eBridge Solutions, the JWConnect™ web portal offers a fully integrated web-based document management tool that can scan, store, retrieve, and manage all of your business paperwork.  Whether your office is large or small, this web-based arrangement saves time and money and ensures ongoing system reliability and support.  We are confident this is the easiest, fastest, and most affordable way to take control of your document imaging or document management challenges.  There is no need to purchase expensive hardware, license any software, or deal with any IT hassles.  A high-speed Internet connection is all it takes to take advantage of this fully integrated application through JWConnect™.

While you can use our standard document imaging offering that is provided in your affiliation with J.W. Cole, our in-house Practice Management consultants can show you an affordable way to customize the application to meet your specific office needs.  These simple cost-effective measures can increase productivity and sharpen your competitive edge by transforming cumbersome paper files into secure electronic images that are instantly accessible any time, anywhere.