AQPlatform

Aquarius Software · SaaS

Intelligent document management from start to finish.

Replace your paper-based processes with a digital workflow you can access from anywhere.

  • Organize clients into files.
  • Automate compliance.
  • Sign digitally.
Book a demoHow it works
Digital documents, a signature and a verified file floating over a blue interface

Client file

#00482

  • IdentificationComplete
  • Loan agreementSigned
  • Financial statementsPending

Compliance criteria2 of 3

PaperDigital
Aquarius Software

Everything you need

Featured application

Loan Document Composition

Document management

Unlimited categories and paper digitization.

Client files

Every client in one place, with their status in view.

Automation

Compliance criteria that archive or complete files.

Electronic signatures

With signature pad, reusable templates and tracking.

More features

  • Dashboard
  • AQWeb Digital Vault
  • Notifications
  • Privacy & permissions
  • Integration with multiple digital sources
Step by step

How it works

Your documents arrive, get organized and complete themselves.

  1. 01

    Receive

    Documents, statuses and metadata via API, webhook, SFTP or direct upload.

  2. 02

    Classify

    Creates client files and sorts documents by metadata, codes or QR.

  3. 03

    Validate

    Checks every document against your compliance criteria.

  4. 04

    Complete

    Signs with templates and automatically archives what is compliant.

For your institution

Built for you

  • Workflows and rules configured to your processes
  • Unlimited document categorization
  • Access your documents from anywhere

Integration with your core banking system

We connect with your systems so document management flows without manual steps.

AQPlatformCore bankingAPIWebhookSFTP
One ecosystem

Web pages and web applications, together

Under our Aquarius Software brand, AQPlatform is our SaaS service that brings the creation of web pages and web applications together in a single ecosystem, so your processes flow without paper and with full traceability.

  • AQWeb

    A cloud document management platform that centralizes all your files in a secure place, with tools to search easily and add notes.

  • AQDownloader

    A tool designed for bulk downloads of documents directly from AQWeb.

  • Web pages

    Design, content and publishing of your informational site, connected to your official domain.

  • Web applications with modules or portals

    Submission, review and tracking flows, with file attachments and notifications.

Features & use cases

One platform, many processes

  • Contracts & real estate

    • Digital contracts
    • Contract management
    • Title search
    • Closing forms
    • Property registry

  • Clients & sales

    • Client control
    • Sales tracking
    • Simple electronic signatures

  • Operations & service

    • Task assignment
    • Staff schedules
    • Work routes
    • Service reports
    • Service sheets
    • Cleaning inspections
    • Office automation

  • Assets & security

    • Asset inventory
    • Equipment maintenance
    • Vehicle control
    • Security logs

  • Compliance & records

    • Compliance checklists
    • Secure document archive

  • Health & public sector

    • Patient registry
    • Citizen forms

  • Education

    • Online academy
    • Course creation
    • Knowledge exams
    • Flashcards
How we work

A strategic ally at every phase

From the architecture to the user experience, every solution is built to be robust, scalable and aligned with your organization’s goals.

Our agile method delivers tangible results from the first stages, with direct and continuous communication so you see constant progress.

15+
years of experience of our software development team
PR · US · LATAM
projects in Puerto Rico, the United States and Latin America
  1. Phase 0

    Discovery & alignment

    • Meetings to understand processes and needs.
    • Define scope, priorities and success criteria.
    • Screen and main form sketches (prototype).
  2. Phase 1

    Development kickoff

    • Prepare the database and access rules.
    • Set up file storage and test environments.
    • Enable the basic functions to create, view and update information.
  3. Phase 2

    Web page or web application

    • Design, content and publishing of the informational site.
    • Connection to the official domain and basic functionality checks.
  4. Phase 3

    Portals

    • Portal creation.
    • Submission, review and tracking flows; file attachments and notifications.
  5. Phase 4

    Testing, training & delivery

    • User testing, fixes and final tuning.
    • Training and support during launch.
  6. Phase 5

    Security

    • Password and access review, backups, monitoring.
    • Privacy settings following best practices.

We stay with you

  • Continuous backup

  • Incident recovery

  • Adoption support

    We train your team and improve the system with you.

Brochure

AQPlatform in one document

Features, how it works and integration with your core banking system, ready to print or share with your team.

Download PDFPDF · 2 pages

Contact

Digitize your documents

Book a demo and see AQPlatform with your own processes.

Book a demo