More Options for Financial Advisors

Friday, February 15, 2013 by The eFax Team

Personal financial advisors can often feel like they're buried in papers. With tax documents, income information and investment portfolios piling up all the time, it can sometimes be difficult to keep track of everything. This is a problem even in ideal situations, but when clients are busy, hard to reach or far away, it can make things especially unwieldy.

In instances like this, it is vital that a financial advisor is able to communicate with his or her clients in their preferred mode. For many, this is by fax. Financial documents are often incredibly sensitive, and ensuring their security is crucial. Because of this, clients and advisors alike often prefer to communicate via fax.

Of course, this can sometimes cause problems. In extremely busy periods such as tax season, a backup at the fax machine can make business difficult. Also, in time-sensitive scenarios, the risk of a malfunction or supply shortage could send shivers down any financial advisor's spine.

By switching to online faxing, though, many of these fears can be eradicated. Internet faxing allows financial advisors to send and receive faxes by email, thus easing the burden from the fax machine as well as providing more options for storing and organizing documents.

Another added advantage is that the service allows financial advisors to communicate on the go. Much of their work is done away from the office - visiting clients' homes, traveling to groups and so forth - which can make communicating by fax difficult - unless they are using internet faxing. A document can be scanned or even photographed with a smartphone and sent securely to a fax machine.

For personal financial advisors hoping to add variety and organization to their communications with clients, switching to online faxing can make the whole process much less taxing.

Offering fax numbers in more than 3,500 cities around the world, eFax is a recognized leader of internet fax services. To see how eFax can streamline your online fax capabilities, sign up for a free trial today!

The eFax Team - *

The eFax team is here to assist businesses by providing them with unmatched customer service and content to help them succeed. We are the world’s #1 online fax service, and we have been for nearly 20 years.