Myriad Technologies Portal Solutions for Financial Services provide management features like document management, search, policy and records management, and forms management. We help to:

• Reduce the burden of manual data entry with electronic forms integrated with business processes.
• Ensure the adherence to legal and regulatory mandates with versioning, auditing, workflow, and search capabilities embedded into the portal solutions.
• Easily manage documents and other critical information through document libraries in the portal solutions.
• Enable employees to search documents and records by criteria such as client name, date of birth, address, from within familiar Office applications.
• Allow the employees to search critical information across different departments and applications by integration of portal solutions with business applications.
• Simplify the process of updating, reviewing, and distributing policies and procedures by using built- in workflows that users can initiate, track, and participate in through familiar Office applications.
• Protect confidential client information by allowing the owners to set specific security permissions on individual folders or files so that only authorised individuals have the access to the client information.