DMS
•
Netherlands
Ravical &
Hyarchis DMS
Ravical connects to your Hyarchis environment, so advisers can find the documents behind a client without leaving the conversation.
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Ravical connects the tools you already use, so you can deliver faster insights without adding complexity.
Ready to connect
Hyarchis DMS
?
01
The documents behind every client, within reach
Ravical works with the documents your firm has already filed in Hyarchis. An adviser preparing for a client conversation can ask a question and get an answer that draws on those documents, without searching folder by folder.
Answers drawn from the documents your firm already holds for each client
Less time spent searching, so preparation starts from what is already filed
Documents sit alongside your accounting and CRM data, so advisers work from one picture
02
Each adviser sees what their own Hyarchis access allows
Ravical connects to Hyarchis with its own secure sign-in and applies each adviser's permissions. Documents an adviser cannot open in Hyarchis stay out of reach in Ravical too.
Connect once with Hyarchis's own sign-in
Access follows each adviser's existing Hyarchis permissions
No IT project needed to get started
Experience how it works.
Request a demo.
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