Morgan Street Document Systems is the premier provider of personalized, web-based, document services to organize, share and protect life’s essential information.
Our Clients
Individuals use Morgan Street to protect and share all of the information that’s critical to their lives. In addition to financial and legal information, our clients are using their vaults to preserve and share more personal legacy items—photographs, family trees, memoirs, correspondence, personal histories and family videos.
Family Offices, Insurers, Banks, Wealth Advisors, Brokers, and other advisors use Morgan Street to streamline their back office operations, deepen their client relationships and provide superior service to their highly valued clients. Morgan Street enables advisors to go paperless, optimize their business processes and automatically distribute documents electronically to their clients’ vaults.
Our Business
Our efforts are guided by the world-class experience and business capabilities of seasoned Fortune 100 top executives and software industry professionals with over 60 years of experience in document and information management.
Morgan Street's service offering is based on the observation that personal information management, despite its enormous importance, is often neglected by individuals who have the greatest need for it. In fact, most high-net-worth individuals today have thousands of pages of documents and a multitude of advisors critical to their business, financial, legal and personal matters without an organizational system capable of handling the load.
To help our clients overcome these hurdles, Morgan Street provides solution that combines proven technology with the services of highly-trained document specialists. Morgan Street makes document management easy, secure and convenient for every client, their advisors and family members. The result is a system that allows clients to protect their vital documents, to create a community of information for their advisors and to leave a legacy for future generations.