ITM Office for integrated document management
How often the question arises in routine work: Where did I put document XY? In future, with ITM Office, a long search is something you can forget. As an important component of the information system, ITM offers an integrated and comprehensive document management system and a file organization system per mandate and address – matched to the ITM Client management system. Submittals, correspondence or other mandate-specific documents – generated with whatever program or saved in whatever format – are filed in a clear manner and, if desired, as per mandate.

ITM Spirit controls your business processes
As another supplementary option for ITM Client, ITM Spirit controls, monitors and automates complex and repetitive processes in your company. ITM Spirit automates and standardizes the sequences, sets clear responsibilities, prevents errors and misdirected items and records everything that happens – nothing pending gets lost! And ITM Spirit integrates directly with Microsoft Office, Outlook, appointments calendar, etc., and enables the simple creation of company-specific masks and input windows.

ITM Security encrypts your data
With ITM Security, an important software program for data encryption, data protection and data security is available – specifically set up for the requirements of financial service providers. ITM Security not only encypts your data, prevents any scans of quantitative data or scrupulously records all data accesses but also protects the data key itself and the corresponding transmission channels of your data.

ITM Archive: For your electronic archiving
With ITM Archive, you link your client management system directly to an external archive solution. This means that all documents, receipts or invoices created in ITM Client can be directly archived from the program and filed in a structured manner – an optimal solution for a paperless office!

ITM Report Generator
Customer-specific reports, sales statistics according to your own criteria or specifically summarized .presentations. The comprehensive evaluations in ITM Client can be expanded once again with the Report Generator and matched to your own requirements and wishes.

ITM Accounts receivable management
In ITM Accounts receivable management, you will find all the functions of a comprehensive accounts receivable management such as Open Items Management, Payments Management and VESR processing, transactions – also over several tax years – can be easily called up and entries can be passed to diverse financial systems of various manufacturers.

ITM Telephony
With ITM Telephony, you can directly pass the charges for your outgoing calls to the correct customer in the activity recording of ITM Client or even load them with pre-defined, staggered additional fees. Whatever you choose – whether telephone or fax machine – you dial directly by click from the address in ITM Client. If you wish, the time spent on the call can also be automatically recorded and passed to the client.

ITM Multilingual assures multilingualism
German, English and French: with ITM Multilingual, every ITM software program can be used at every work position individually by any user in his preferred language. At the touch of a button, the program changes the language of the display and also that of the predefined lists and reports.

ITM Attorney tariff
Lawyers can manage tariff items with two more types of services: “Tariffs” and “Charges”. For the recording of tariff items and charges, a value in dispute is assumed (incl. any joint plaintiff increment) which you can likewise record in the M2 as a new item.

ITM NMS
Integration in the Name Matching Systems of Innovations for automatic PEP comparison. You check and manage all your PEP data in the M2.

ITM PDF Generator
From the invoices you have created you can create a new PDF and then send the PDF invoices directly to your customers by e-mail (with Outlook).

ITM Wealth status
shows a “small” balance statement for every client/entity.

ITM Budget management
for the management of budgets (at cost centers).

ITM Cost centers
Expands your M2 by cost centers for the better recording of costs incurred.

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