The Modules.
With over a dozen modules, QuickNav solves for a myriad of family office pain points often associated with document and task management.
Basic Modules.
These modules come as standard with every tier plan.
Manager Meeting Notes.
Generate and file meeting notes in a central library with related attachments and tag it to a manager. Surface in Dynamics if required.
Trust Documents.
File and search for trust documents by legal name, date, and customizable tags.
Identification Documents.
File and search for identification documents such as driver’s license and passport. Set alerts for upcoming expiration dates.
Estate Documents.
File and search for documents such as will, power of attorney, and healthcare proxy.
K-1.
File and search for annual tax documents on your alternatives. Keep track of what has been received versus what is still outstanding.
Grants.
File and search for grant documents based on type (due diligence, tax, KYC, etc.).
Loans.
File and search for loans based on end date, lender, borrower, and customizable tags.
Vendors & Contracts.
File and search for vendors and contracts based on expiration date, termination date, and
customizable tags. Creates a centralized place to keep track of due diligence and vendor risk management.
Client Site.
Create a site to securely exchange documents with your client. Client can log in and retrieve pertinent documents such as reports and approvals; client can also e-sign and hand documents back to the family office. This module also leverages the SharePoint mobile application so the family can upload, download, and access images or documents on their smartphones.
1099 Basic.
File and search for annual tax documents on your bank accounts. Keep track of what has been received versus what is still outstanding.
Premium Modules.
These modules contain complex workflows and come as extra.
AP - Invoice to Pay.
Email any invoice to a central email address and it goes through a workflow of data extraction and tagging and up to 2 levels of approval.
Capital Calls Approval.
Run a capital call request through an approvals workflow.
Document Signature Packet.
Upload a document for signature and send it through customizable approval processes.
Integrates with DocuSign, tracks wet signatures, and provides an audit trail.
Reports.
File and search for monthly or quarterly reports as well as put documents through an advisor approval process to serve up to client or Client Site above.
Bank Statements.
File and search for bank statements by account number, custodian, date, and customizable tags.
Keep track of what has been received versus what is still outstanding.
Alts Statements.
File and search for estimates, actuals, and other alts documents that are typically downloaded manually or come from an alternative data aggregator (such as Canoe or Arch).
Annual Trust Review.
Create a checklist for your annual trust review process and turn it into a questionnaire. Based on these answers, a task list and set of workflows are generated for the owner of the trust.
1099 Premium.
Includes all features of the 1099 Basic module plus AI data extraction.
