“Your document process (and portal access) is simply outstanding compared to the old fashioned print out the doc, sign it, scan it and return. And, what a breeze to not have to provide the same info over and over again for each investment.”

“I want to give you all props for the ease of the process. The preview video and couple supporting docs were all we needed for a 5 min review and decision and then the electronic subscription process was great because it already had most of the address and ACH type info completed. Great work on a great process. I greatly appreciate the ease, helps me get back to my day job.”