The Why
QuickNav was borne out of missing tools in the family office space. Most offices will tell you that a primary pain point is the manual workflow required to process documents.
The How
At the core of QuickNav is its SharePoint foundation: Choose from a menu of modules depending on needs. QuickNav layers on top of SharePoint, integrating seamlessly into your Microsoft stack.
The Ease
Where is that alts statement from last year? What are the open items on the annual trust review? Who's court is that invoice payment approval in? QuickNav puts these answers right at your fingertips, leveraging the power of SharePoint and workflows. Customized to your family office's needs and nuances.
The solution: QuickNav
QuickNav is a SharePoint-based tool that solves for content management pain points, designed by family offices for family offices. With each module, offices can automate and organize document flow and naming, create custom approvals and tags, and easily surface any document, whether it be a bank statement or a K-1.
Put simply, document management should support automated workflows and easy access.
QuickNav is designed to help family offices not only to manage the wide variety of documents and statements that come in, but also automate otherwise painful processes such as keeping track of approvals, tax documents, invoice payment, and trusts. If you have a manual process for it, we likely have a QuickNav module that will make it easier!
