Login
Topdocs announces integration with CBA
Legal document provider Topdocs has collaborated with CBA to enable advisers to populate a Commonwealth Bank cash account application at the same time they establish an SMSF for a client.
Topdocs director Michael Spakman said the new feature is all about saving advisers time when ordering their legal documents.
You’re out of free articles for this month
To continue reading the rest of this article, please log in.
Create free account to get unlimited news articles and more!
“Our goal is to provide advisers with quick and easy access to quality legal documents,” said Mr Spakman.
==
==
"Creating time-saving integrations with widely used industry providers such as the CBA enables us to provide great efficiencies for advisers when ordering their legal documents, enabling them to focus more on income-producing work and less on administration."
Subscribe to the
BULLETIN
Get the latest news and opinions delivered to your inbox each morning
Subscribe
