Blogs
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Document Management & Storage
There are a range of reasons why Document Management & Storage is a core business need of the wealth management sector: A more highly regulated environment, greater demands from clients and advisors and risk from factors such as document loss, breaches, fraud and poor processes, to name a few. With more digital tools and infrastructure like the Cloud, Document Management & Storage is now a more advanced area with tools available for all forms of wealth manager to benefit from greater security, access, archiving, efficiency and compliance. Our Document Management & Storage business need seeks to support wealth managers in their discovery, understanding and engagement of what is available.
- Total Solutions170
- Solution Providers121
- Knowledge Resources52
Featured Solutions
London, United Kingdom
Data Management
Automate the Ingestion, verification, normalisation and reconciliation of data from any source, including: PDFs (prospectuses, factsheets, KIIDs etc.). Spreadsheets. Websites. Data feeds Uses include: Create and maintain golden source data or compare to an existing source. Bulk-verify document content before publishing (e.g. monthly factsheet runs). Enrich data with customised calculations for use in regulatory or client reports. Automate investment......
Client type
Relevant Regions
London, United Kingdom
Investor & Advisor Portal, Client Onboarding
As part of Objectway Platform, the Investor & Advisor Portal is omnichannel, omni-device user experience platform designed specifically for the wealth and investment services segment, built for digital engagement and collaboration between client and adviser. Thanks to a lean portal with a widget-based framework, focusing on front-end and user interaction,......
Client type
Relevant Regions
Sydney, NSW, Australia
Connect
Connect offers a simple and affordable solution to organize and protect your data whilst gaining compliance and saving you valuable time. Poor document filing wastes hours that busy financial planning firms just don’t have the time for. Time is money, and inefficient processes lead to substantial human resource costs. Connect lightens......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
All Solutions
Jericho, NY, United States
AdvisorVault 3.0
With AdvisorVault 3.0, you can securely post documents and files of any type in a private folder for each client on your website. It is easy to use and offers extraordinary security. Files are encrypted while uploaded, downloaded and stored using 256-bit—a feature not available from most other online vaults.......
Coral Gables, Florida, United States
AI/ML Compute as a Service
Cyxtera’s AI/ML Compute as a Service, powered by NVIDIA DGX A100 systems, enables AI/ML-powered workloads to be deployed with great agility and speed. Provisioning of AI and ML is made easier through our as-a-service model that eliminates the need for large capital outlays and over provisioning. Benefits Cost-efficiency Subscription-based model allows you to......
Paris, France
AirWealth
Enable team collaboration on a single platform We adapt our platform to cope with your teams’ needs and manage all information and activities about your private clients. Marketing & sales Relationship manager Compliance Communication Intelligent task management Obtain clients Insights from behaviour analysis and from historical and external data analysis (database, public website, social network). Help your relationship......
Exton, PA, United States
AlphaTrust® e-Sign
AlphaTrust e-Sign is an enterprise e-Signature solution that enables automation, ranging from simple send-a-document-forsignature to your most complex workflows. AlphaTrust e-Sign is a fully-brandable, compliant eSignature and document-process automation solution that securely digitizes the creation of legally enforceable business records. Increase the efficiency of your daily workflow with AlphaTrust e-Sign through......
relevant regions
Ontario, CA, United States
Anywhere Mobility
Laser App Anywhere is the mobile forms filling solution designed for the financial advisor. It is a pure cloud solution that operates across modern browsers on tablets, Macs, PCs, and even Smart Phones. The system integrates seamlessly with cloud based CRMs & account opening tools to prefill your investment, insurance,......
relevant regions
Hamilton, Bermuda
Apex Investor Portal
The portal expedites and simplifies daily investment management tasks such as distributing secure notices, financial statements and quarterly reports to clients. The portal also offers dynamic reporting for investors and data rooms for fund raising, helping Fund Managers improve overall efficiency and save time. Key benefits: Dynamic data visualisation. Predefined business centric......
Brussels, Belgium
Arteia Onboarding
Need help in onboarding your collection Let us do the heavy lifting. A team of trusted digitization professionals will assist you with the process of photographing the artworks as well as organizing, scanning and uploading documents. Online viewing rooms Beautifully designed online extension of your gallery or studio space, customised to your needs.......
London, United Kingdom
Assyst Client Portal
All from within your existing client-Assyst environment No need for another system with separate login No emails to clients with complex passwords More secure Notification of new document awaiting attention Increased efficiency GDPR compliant ...
relevant regions
Stockholm, Sweden
Autoform DM
Autoform DM is a flexible and powerful digital archive that sits at the heart of the Formpipe product suite. Its strength lies in its speed, simplicity and connectivity, bringing you enterprise-level performance and features without the overheads, giving you more time to focus on your customers and products and not......
relevant regions
Seattle, WA, United States
AWS Cloud Storage
Cloud storage is a critical component of cloud computing, holding the information used by applications. Big data analytics, data warehouses, Internet of Things, databases, and backup and archive applications all rely on some form of data storage architecture. Cloud storage is typically more reliable, scalable, and secure than traditional on-premises......
relevant regions
Paris, France
B4 Wealth
Key Features Customizable Risk Profiling - Determine each client’s risk preference and investment goals and create a risk profile matched to specific asset diversification strategies. Seamless User Experience - Communicate with high-net-worth individuals, families, and companies in a variety of ways (tablets, onsite signatures), providing support in their engagement. Sign Contracts Digitally - Collect signatures......
relevant regions
Seoul, Korea, Democratic People's Republic of
Bering AI
Proprietary Neural Machine Translation platform specializing in legal and patent translations. Google Translate for contracts and patents....
relevant regions
Seoul, Korea, Democratic People's Republic of
Bering AI+
Post-Editing of the proprietary AI MT to provide best-in-class legal translations....
relevant regions
Redwood City, CA, United States
Box for Financial Services
You can’t just flip a switch to become a digital business. You need to fundamentally transform the way you work. And so many of the ways businesses need to transform revolve around content, from automating key workflows to boosting customer engagement. That’s where Cloud Content Management comes in. With Box,......
relevant regions
New York, NY, United States
Canoe
25,000+ Funds Covered 10 million+ Documents Processed 40 million+ Data Points Extracted US$5 trillion+ AUA Across Clients Build Your Alternative Investment Data Infrastructure With Canoe If you’re like most alternative investment professionals, you’re yearning for more data, more intelligence, and more operational efficiency. But the frustratingly manual processes associated with accessing data from within unstructured......
relevant regions
Manhattan Beach, CA, United States
CapLinked
The CapLinked virtual data room difference World-class security We are the most secure VDR and document management software on the market. We are SSAE16 Type II and ISO 27001 certified with private and permission-based workspaces that are easy to use and fully configurable. Always on customer service Our world-class technical specialists understand the urgency......
relevant regions
Portland, OR, United States
Capture
Enable communications governance on the latest channels Today’s workers are adopting new communications tools every day. Smarsh is the only capture provider that supports 80+ channels out of the box, including the most popular email, mobile, social, IM & collaboration, video and voice tools used today. And we help you keep......
relevant regions
Fort Lauderdale, FL, United States
Citrix Content Collaboration
Citrix collaboration solutions enable teams to share files and streamline workflows—without compromising security or putting sensitive information at risk. It’s the answer for employees who are tired of devoting hours a day to sharing and reviewing multiple versions of the same document, and hunting down information that’s scattered across clouds......
relevant regions
London, United Kingdom
ClauseMatch
Policy management workflow Edit, comment, approve and publish internal compliance and risk documentation. State of compliance Automated mapping of regulations to policies and controls in order to understand your state of compliance. Audit trail & readiness Capturing collaboration and all decisions made to ensure history is preserved and accessible to be ready for audit in......
relevant regions
London, United Kingdom
client-Assyst
Intuitive, easy to use and feature rich, client-Assyst includes: Comprehensive client database Fact-find completion and printing Document management Action lists Contract enquiries / real time valuations Letter production Business and mangement information reporting ...
relevant regions
Frankfurt, Germany
Client Portals
Dashboard Graphic visualization Key figures Detailed presentation Online messenger Creation of content Integration of own graphics or files to supplement news E-mail notifications about new updates/posts Digital mailbox Receipt and storage of contract documents Integrated contact form for customers to send messages Email notification system ...
relevant regions
London, United Kingdom
Clipboard
Customisable and secure, this modern platform makes it easy to onboard clients and automate manual admin tasks. Client Experience Digital Handwriting for natural data capture Digital Clipboard uses handwriting recognition to help you maintain client contact while capture the details that matter. The ease and familiarity of paper notes.. only better. Document Management Digitally send,......
relevant regions
London, United Kingdom
Cloud Archive
Mimecast Cloud Archive has long set the industry standard for enterprise information archiving, helping to keep corporate knowledge available, protecting and preserving it while simplifying management and administration. By aggregating data across multiple platforms, organizations gain long-term business insights and create a secure, digital corporate memory while at the same time......
Santa Clara, CA, United States
Cloudera Enterprise Data Cloud
Whether you're focused on consumer or commercial banking, wealth management or capital markets, or all of the above, it’s all about relationships. You’ve got to find, secure, and deepen relationships while lowering risk and assuring compliance. Make your customers feel like you know them. Connect with them in the channel......
relevant regions
Schwerzenbach, Switzerland
Cofex Business Data
With the simply designed control panel, you as the administrator fully control your data and access authorizations. Employees and business partners can access current data at any time via desktop, web or mobile app. Regardless of whether you use Cofex Business Data Services for file sharing, synchronization or data storage, the Cofex......
relevant regions
Schwerzenbach, Switzerland
Cofex Document Management Services
For the flood of paper external asset managers receive from banks, we offer the possibility of reading the bank documents, which are available digitally, directly into a legally compliant archiving system. This process is fully automatic. As a customer, you can then access these documents at any time. Of course, non-digital documents can......
relevant regions
London, United Kingdom
Cognitiv+ GrayBox
GrayBox is the Cognitiv+ solution that allows data scientists to build Deep Learning models in a fraction of the time than with traditional data science methods, in 3 easy steps. Annotate Cognitiv+ web-based annotator system allows the user to upload documents in many formats, make them machine-readable and annotate them through an......
relevant regions
London, United Kingdom
Cognitiv+ RegBox
Use the RegBox to track relevant legislation, assess the impact of regulatory changes on your company, create and change internal policies, monitor audit trails and much more. A powerful machine learning regtech solution for compliance and risk assessment. Stay abreast of regulatory changes Track laws and regulation in your jurisdiction and sector, and......
relevant regions
London, United Kingdom
Cognitiv+ Review Platform
Cognitiv+’s machine learning technology can analyse your documents and provide you with actionable insights. Through the artificial intelligence-powered Review Platform you can automatically review, identify and extract key provisions and obligations from all your corporate and legal documents. Whether outsourcing a compliance audit, merger & acquisition due diligence or day to day......
relevant regions
Coral Gables, Florida, United States
Colocation Services
We'll stack our data center ops teams up against anybody's. Our technicians work with you to ensure a consistent, future-proof environment for your infrastructure. Our experienced engineers hold all the major certifications, from PMP and ITIL, to vendor hardware and equipment such as Cisco CCNA and Alcatel Lucent SRC, to data......
Toronto, ON, Canada
Complete Practice Digitization
Significantly reduce the overhead costs and backend processing costs associated with paper by transforming manual, paper-driven processes into automated, secure, digital processes of the future....
Toronto, ON, Canada
Compliance and Audit Readiness
Signifigantly improve compliance across your organization with end-to-end encryption and best-in-class security tools, while reducing audit readiness cycles from 1 week to 1 day....
Toronto, ON, Canada
ComplianceExpress
Manage recordkeeping transactions and document delivery from a secure, cloud-based platform. Boost operational efficiencies, reduce costs and stay compliant. Save time and money by sending disclosure documents to clients electronically Be ready for an audit or examination Fast and easy to implement with minimal client IT resources ...
relevant regions
Bristol, United Kingdom
Computershare Communication Services
Our solution gives you the best of both worlds. It is designed so you can make changes to communications simply and efficiently, across an entire suite of documentation that can be output to any channel. Tailored solution - Technology that is configured to align with your workflow, systems and processes. Highly personalised......
relevant regions
Broomfield, CO, United States
Conga Digital Documents
Make your documents work harder Every document has big potential to help push your business forward. Unleash that potential with our engaging documents capabilities and see how easy it can be to build, manage, and work on documents anywhere business takes you. What can you do with engaging documents? Create quickly and remotely Build......
relevant regions
Bern, Switzerland
Customer Document Solutions
What are Customer Document Solutions? Mass banking output and mailings for Finnova and Avaloq (OMSaaS) Bank documents formatted on the basis of raw data Bundle and sort according to business rules and deliver via digital and physical channels Content management and customisation by the specialist division Effective campaigns through white space marketing and tailored mailings The......
relevant regions
Alpharetta, GA, United States
Custom Template Development
Your time is precious. That’s why we provide custom template development services where you send us your form in pdf, doc, or xls format and we create an optimized, fully responsive, digital template for you to engage your clients with. Optimize your client’s onboarding process Our templates are more than just fillable......
relevant regions
Amsterdam, Netherlands
Data Centre Infrastructure
Computer rooms In view of the increasing value of data processes, the guaranteed operation of a data centre or computer room is vital. A reliable performance starts with a proper design. In order to achieve that, applying the design standards of the reputable Uptime Institute is deemed normative in the data......
relevant regions
Austin, TX, United States
DataStore
DataStore is the powerful and robust enterprise content management (ECM) system purpose-built for the Financial Services sector. DataStore delivers on what matters most Gain complete control over the capture, indexing, archival, retrieval, accessibility, delivery and retention of every item of business-critical information in your organization, via a secure central repository. Utilize a single......
Warrington, United Kingdom
Decipher IDP
To maximize the effectiveness of your RPA programs, you must access data quickly and easily. However, most data is locked within documents, requiring people to spend countless hours processing them. With Decipher IDP, time-consuming and tedious work is removed from your teams. Optical character recognition (OCR) and artificial intelligence (AI) combine......
relevant regions
Berlin, Germany
DGLegacy
DGLegacy is a service through which, in the case of an unforeseen event happening to individual user, people whom the user nominates as beneficiaries will be informed about user’s assets and will be able to identify and locate them, thus minimizing the chance of an unclaimed asset. It enables users to......
relevant regions
Leeds, United Kingdom
Digital Wealth Solutions Platform
The DWS Digital Front Office We provide each advice firm with a digital front office - a dedicated, customisable, interactive website that is used to support client interactions. Some of the primary features are listed below. Landing pages Each advice firm website is a new means for clients to seek advice and to......
relevant regions
Portland, OR, United States
Discovery
Simplify your e-discovery process Identify and preserve relevant content, initiate granular legal holds, conduct first pass review, and export all your electronic communications data on-demand with a discovery solution purpose-built for regulated and litigious organizations. Capture all relevant communications with context Identify, preserve, review, and export all your electronic communications data from 80+......
relevant regions
Piscataway, NJ, United States
Doc2API
About the Platform In today’s world where digitisation, speed and integration are of the essence and vast amounts of data require processing, there are very few platforms which are accurate, efficient and produce results in real time, that too with Integration as the first approach i.e. converting documents into APIs. Doc2API platform,......
relevant regions
Warrington, United Kingdom
Document Automation
Digitize, classify and extract information from paper automatically with the latest machine learning technology. Comprehensive solution - Extract handwriting and low-quality machine print from paper, images and pdfs and turn it into automation-ready data. Unbeatable accuracy - Accept end-customer information in any form and extract data with an average accuracy of over......
relevant regions
Terrebonne, QC, Canada
Document Automation for Financial Services
Generate personalized and accurate financial documents that drive long-term relationships Xpertdoc’s document generation and document automation solutions help financial services organizations efficiently create and deliver highly personalized financial documents – statements, mortgage and loan applications, payment notices, and more – while ensuring accuracy, compliance and security. Automate the creation of personalized documents Xpertdoc......
relevant regions
London, United Kingdom
Documents
Why studio? Kurtosys experience studio contains a vast library of apps and modules, helping you create customized, sophisticated financial experiences with no coding. From document distribution portals to custom reporting components for automated docs, Studio enables rapid delivery of your next website, portal, or document automation project. Grow revenue Studio modules keep you on the cutting edge of client experience, allowing you to......
Culver City, CA, United States
Docupace Document Management
Document management in the wealth management industry is a challenge. Going paperless is a must, but most cloud-based solutions don’t integrate with financial services software and could leave you open to SEC and FINRA compliance issues. Docupace uses government-grade encryption to help you maintain security and compliance. With Docupace, you can......
relevant regions
Culver City, CA, United States
Docupace Reg BI
Regulation Best Interest (Reg BI) introduces many new requirements for broker-dealers and investment advisors that will affect the way you do business and communicate with your customers. Reg BI is challenging and will inevitably inject a little chaos into the day-to-day operations of the wealth management industry. Docupace’s comprehensive paperless compliance......
relevant regions
Sydney, NSW, Australia
DocuSign
Client signatures at your fingertips Send documents to clients and have them reviewed, signed and returned in just a few clicks. Streamline document approvals, reduce document production costs and enjoy effortless workflow integration as you provide clients with a fast, easy and convenient approval solution that's more secure than paper. Why You......
relevant regions
Burlington, MA, United States
Dragon Anywhere Group
Improve mobile productivity: incorporate powerful professional-grade dictation into your mobile strategy The challenge For organisations whose employees spend their time in the field or travelling but are still tasked with documentation demands, paperwork backlogs are a unique challenge. Completing detailed and accurate reports can be time-consuming; often resulting in employees taking incomplete......
relevant regions
Burlington, MA, United States
Dragon Speech Recognition
Improve financial documentation: balance paperwork demands and regulatory compliance efforts Busy financial service professionals face significant paperwork challenges. Increased regulations mean more scrutiny towards document compliance. There is a better way. Improve overall efficiency using Dragon speech recognition and create detailed financial documents – all by voice. All while keeping customers......
San Francisco, CA, United States
Dropbox Business
Designed to take teamwork to the next level Space for sharing and collaboration Advanced security features Dedicated live support Dropbox Business helps your company grow without limits, while you keep complete control of important company information and user activity. The best way to work together The Dropbox experience loved by over 500 million users, with powerful......
relevant regions
Pembroke Pines, FL, United States
eDocGen
Document generation software for business users Create business documents from enterprise apps, databases, and JSON-XML-XLSX data Save time and money. Improve customer communications Document generation from thousands of apps Zapier - API - Excel, XML, and JSON data Merge - Webform Exisiting templates Use your existing document templates. No separate template development On-demand generation Integrate with CRM, ERP,......
Lehi, UT, United States
eFileCabinet
What is document management? Document management is an automated way of organizing, securing, capturing, digitizing, tagging, approving, and completing tasks with your business files. Because advanced DMS, like eFileCabinet, handles the business processes for you, you can spend time on the work that you love. The power of enterprise—for any size The only......
Mountain View, CA, United States
Egnyte Platform
Content services without compromise Data has never been more valuable, but it has also never carried more risk. In today’s environment, your content architecture needs to maximize both security and productivity at the same time. You can’t trade-off one at the expense of the other. Powered by the industry’s most advanced content......
relevant regions
Sunnyvale, CA, United States
Enterprise Archive
Legal and compliance pressures are evolving in the face of today’s data growth. That’s why you need a new approach to your archiving challenges. Enterprise Archive is a proven, next-generation archive solution that leverages cloud intelligence for deep insight into your data to reduce cost, complexity and risk. Simplify e-discovery Meet your......
Coral Gables, Florida, United States
Enterprise Bare Metal
Nutanix HCI Nodes HPE ProLiantFujitsu PRIMERGY Infrastructure options from leading enterprise brands Seamless extensibility to/from colocation environments Access to ecosystem of 140 network service providers One-click connectivity to ecosystem of third-party services and platform...
Toronto, ON, Canada
Enterprise Information Governance
Significantly improve corporate governance with a more secure, compliant, and efficient way to manage corporate records and information by easily organizing all front, middle, and back-office documents in one central location....
Ontario, CA, United States
Enterprise Power
Laser App Enterprise is an installed solution that provides advisors with the ability to process electronic forms easily. Laser App enterprise provides simple ways to find and select the right forms out of our massive library of forms. Whether completing hundreds of forms during the transition process or in your......
relevant regions
Renton, WA, United States
Erado
Social media archiving LinkedIn, Facebook, Twitter, Google+, Pinterest, Instagram, Yammer, Chatter, WorkFront Instant message archiving Bloomberg, Erado IM, Skype for Business (formerly Microsoft Lync), IceChat, Yahoo, AIM, ICQ, Jabber, Cisco Unified Presence, IBM Sametime Website & blog archiving Websites, Blogs, RSS Feeds Email security platform Policy-based encryption, smart delivery, universal compatibility, automated encryption, audit trail, integrated archiving Email......
relevant regions
Stockholm, Sweden
eSign Online
E-signing is quickly becoming the standard in an increasingly digital world. By adapting electronic signatures into your business/organisation, you can: Double your document conversion rates Cut response times from weeks to minutes Kickstart your digital transformation eSign - How it works With eSign Online, agreements are easily handled through our online portal. You can send,......
relevant regions
New York, NY, United States
e-SubDocs
Any fund type Our platform supports all fund structures, from Reg D to registered offerings - private equity to NTRs. Any document type Our platform supports every investment-related document that is required for submission. Any investor type Our platform supports the simplest to the most complex type of investment entities....
relevant regions
New Malden, United Kingdom
Factbook KIID
Productions can be automatically scheduled in advance or on an ad-hoc basis. It easily allows for re-runs for material changes. Integrated dissemination tools automatically dispatch single, grouped or multiple KIIDs to several locations simultaneously, further reducing your time to market. Factbook’s integrated workflow and custom alerts keep you abreast and......
relevant regions
London, United Kingdom
Factsheet Production
Designed around you Investors rely on fund fact sheets to provide key fund information in a succinct and easy to understand format. Our configuration tool enables quick development and design of your documents, true to your brand guidelines. Your marketing documents can be produced in multiple languages to comply with local......
relevant regions
Sydney, NSW, Australia
FileBound
Provide quality advice for a fraction of the cost Provide quality financial advice quicker and more cost-effectively as FileBound enables your team to work faster and smarter. Easily build automated workflows that help your team collaborate, manage tasks, track jobs through to completion and access automatic compliance reporting. FileBound’s intuitive interface......
relevant regions
Seattle, WA, United States
Financial Services Cloud Implementation
From custom client portals, to document management, to backdoor Roths and RMD tracking, we streamline your systems and automate admin processes within financial services cloud so your team can focus their time and energy on excellent client service....
relevant regions
Chicago, IL, United States
FlightDeck
Bring your ‘A’ game to every single sales conversation When your sales team is first-to-market with polished, personalized, and compliant pitchbooks, your firm is positioned to win. But if your marketing process is bottlenecked by data issues, compliance review, or disorganized content…your sales team risks losing deals and experiencing outflows. So......
relevant regions
London, United Kingdom
for Advisers
Deeper and more meaningful relationships As a professional adviser, your client relationships are crucial. With Legado, you’re the first port of call for your clients. When you bring them onboard you’ll get a better understanding of their estate, deepen your relationship, and spark conversations that might not have happened otherwise. You can track your clients’ progress and work with them to complete their......
relevant regions
London, United Kingdom
for Enterprise
Gain insight Consolidate your customers' and employees’ assets and understand their financial habits. Increase revenue Both directly and indirectly create more opportunities to engage with your clients and employees on a deeper and more meaningful level. Build loyalty Give your clients and employees a tool that is genuinely valuable and drive true brand loyalty to......
relevant regions
Ontario, CA, United States
Forms Efficiency
Companies that have forms on Laser App have reduced errors by as much as 80%, lowering their cost and time processing paperwork. Laser App can help your company the same way by doing two things: Laser App instantly pre-fills your forms, leveraging client information from just about any source. All Laser......
relevant regions
Toronto, ON, Canada
FutureVault for Advisors and RIAs
Build more trust with your organization, your advisors, and your clients by delivering important documents and information in the fastest, easiest, and most secure way....
relevant regions
Toronto, ON, Canada
FutureVault for Broker-Dealers
Build more trust with across your organization, with your advisors, and with your clients by delivering important documents and information in the fastest, easiest, and most secure way to materially augment front, middle, and back-office capabilities....
relevant regions
Toronto, ON, Canada
FutureVault for Credit Unions
FutureVault enables Credit Unions to deliver a best-in-class experience and build generational trust with members and their families by delivering important documents and information in the fastest, easiest, and most secure way....
Toronto, ON, Canada
FutureVault for Crypto Exchanges
FutureVault makes it easy for Crypto Exchanges to navigate compliance and reporting requirements by providing a secure and structured way to deliver key documents and statements....
Toronto, ON, Canada
FutureVault for Family Offices
Easily manage the unique and complex needs of your Family Office by providing a secure, organized, and collaborative way to share and manage important documents with Families and their Trusted Advisors....
relevant regions
Toronto, ON, Canada
FutureVault for Retail and Community Banks
Build generational trust with your clients and their families by delivering important documents and information in the fastest, easiest, and most secure way....
Toronto, ON, Canada
FutureVault for Stock Exchanges
Strengthen your relationships by streamlining workflows and securely delivering key documents in one centralized and convenient location....
Vancouver, BC, Canada
Global Relay Archive
Global Relay Archive is a world-class compliance archiving and monitoring solution that seamlessly integrates with email and other electronic messaging systems — delivering superior message search, retrieval and review capabilities. This enterprise-class, cloud-based archiving solution addresses the demands of regulatory compliance, audits and eDiscovery while alleviating data management, storage, security,......
relevant regions
San Francisco, CA, United States
HelloSign
Get documents signed fast With HelloSign, contracts are signed up to 80% faster than traditional paper-based contracts. Improved Completion Rates Built-in reminders and advanced signer options significantly improve document completion rates. Personalized Signature Requests Easily add your company logo, tagline, and custom messaging to stay on-brand with our business plans. Templates Documents that you send out frequently......
relevant regions
Luxembourg, Luxembourg
Hosting solutions
We are highly experienced in database management, dedicated server hosting, and can provide fully-virtualised solutions. From initial contact through to implementation, our dedicated team works closely with you to ensure that we meet your requirements with the most cost-effective and technically-advanced solution. We offer a full suite of hosting solutions, including: Data......
relevant regions
Sydney, NSW, Australia
HyperScience
Do business better Why waste the time of your highly skilled staff on manual data entry when they could be working on business-critical tasks? It doesn’t have to be that way. Hyperscience gives you faster access to more accurate and complete data, by automatically extracting the all details you need from......
relevant regions
New York, NY, United States
Hyperscience Platform
Drive Post-Extraction Business Outcomes Validate & Transform Add simple rules to validate and transform extracted data for ease of downstream ingestion. Enrich Pull in third-party data via API/DB connections to enrich your post-extraction outcomes. Review & Approve Custom human supervision interfaces tailored to knowledge worker actions. Natural Language Processing Understand user intent through sentiment analysis. Route Route documents to different......
relevant regions
Givisiez, Switzerland
HYPERSUITE/5
If documents are not managed proactively in an organization, it can result in lost information and duplicated records, leading to loss of productivity and profitability. Moreover, security breaches can have a significant adverse impact on a company’s bottom line business and non-compliance to legal archiving and record keeping regulations will......
relevant regions
Irene, South Africa
InfoSlips
What we do Using our Designed Outcomes methodology and award winning technology platform, InfoSlips designs, composites and distributes documents that deliver rich, interactive and engaging experiences to your customers. Consume data from multiple sources. Composite data into interactive documents that deliver engaging recipient experiences. Enrich and update contact details to guarantee the best possible......
relevant regions
Broomfield, CO, United States
Intelligent Contracts
Draft it. Negotiate it. Sign it. Nail it. Contracts are a crucial component of every business. That’s something everyone can agree on. But they can also slow you down because they’re often complicated, time consuming, hard to finalize, and even harder to track. With our intelligent contracts solution, it’s easier than ever to......
relevant regions
Sunnyvale, CA, United States
Intelligent Supervision
Financial services firms face some of the world’s most stringent and complex regulations. Proofpoint Intelligent Supervision helps streamline compliance. It’s fully integrated with Enterprise Archive for easy capture, review and reporting. That means complete visibility across your email, instant messages, collaboration tools and social media. Smarter review Your reviewers don’t need to work harder;......
New York, NY, United States
Intralinks Platform
Communication and trust are the cornerstones of every financial relationship, which is why our platform was built to improve client interactions in retail and private banking. With over 20 years of financial services experience, we know how to meet compliance requirements. Our professional services team can help you with integrations and creating custom solutions......
New York, NY, United States
Investor Portal
Scale your business faster The only virtual data room seamlessly combining relationship management with secure document exchange. Avoid having to export contacts or data from one system to another. Take control over fundraising Focus on investors with a high probability of committing, track investor activity and page views, easily generate capital calls and......
Long Beach, CA, United States
Laserfische ECM
Streamline time-intensive business processes, including new account opening, suitability approval and exception handling. Simplify audits and control compliance costs. Track all transactions and communication to comply with SEC and FINRA policies. Streamline client review and approvals. Instantly transfer, view and verify client paperwork. Integrate with CRM and wealth management systems. Create one technology hub for advisor......
Stockholm, Sweden
Lasernet
The core of Lasernet is our ability to take spool, XML or any other data format from your ERP solution and easily format, process, and deliver it. Our powerful tools allow you to create and distribute brand-rich documents in any format, such as DOCX, PDF, XLSX, XHTML, XML, JSON, EDI,......
relevant regions
London, United Kingdom
Legacy Archive Data Management
With Legacy Archive Data Management, your existing archives, mailbox and PST data are imported and made available alongside current archive data in a single integrated cloud archive. Mimecast keeps archives in specific geographic regions and ensures that they are tamper-resistant. The result is strong compliance and powerful policies for supporting......
Jacksonville, FL, United States
LegacyShield
Standing out from the crowd and adding greater value has never been easier. Customize Every company uses LegacyShield® differently to generate a unique experience. You decide the client experience. From co-branding to onboarding, we enable you to carry out your vision. Provide added value to your customers and advisors Stand out by providing advisors with......
relevant regions
Cambridge, United Kingdom
Legalesign
Legalesign esignature software has been designed to just work for you and your customers, intuitively, easily and quickly. Our design philosophy and agreement process automation gets your tasks done with the least clicks and hassle, while creating a scaleable and comprehensive business-ready platform....
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Mountain View, CA, United States
LifeSite Pro
Tools for a modern advisory With so many do-it-yourself solutions available, it’s time to engage your clients using technology tools they’re familiar with that also provide you with a holistic picture of the entire family. Secure file vault Clients benefit from a file system that’s fully integrated with LifeSite’s collaborative platform, allowing advisor......
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San Diego, CA, United States
LiveDocs®
What is LiveDocs® Technology? Presentations go stale. Documents become outdated. Logos get refreshed. LiveDocs® are documents that are always up to date and relevant. LiveDocs ensure that: PowerPoint decks, Excel spreadsheets, and Word documents are automatically filled with the latest facts and figures. Customer decks display the most recent purchase orders. Financial spreadsheets are......
Doncaster, United Kingdom
LiveFile
LiveFile is our enterprise document management system which is fully integrated with the enVisual CRM. Your files are linked to enVisual entities (individuals / companies / trusts etc.) along with other meta data to make your search simple and fast. LiveFile is safe and secure with rapid search - even across......
Plano, TX, United States
M-Files
The one and only version Want to make sure that no one modifies a document while you're editing it? Just check the document out in M-Files to protect it from any changes while you make updates. Checking it back in when you're done allows everyone to view your changes or make......
Waunakee, WI, United States
Mobile Assistant
Mobile dictation service by Mobile Assistant Mobile Assistant is the efficient, accurate way to document critical client meeting information using our human quality mobile dictation service. Mobile Assistant is efficient, secure and extremely accurate. Mobile Assistant is a 100% US-based dictation solution with professional, human transcriptionists. How does it work? Meet with your client......
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San Diego, CA, United States
Mobile Docs™
Mobile Docs' advanced mobile scanning enables consumers to submit scanner-quality trailing documents using their mobile device camera. Insert Mobile Docs into your mobile on-boarding process to make document submission fast and easy. Mobile document scanning - the benefits Create a positive user experience for your customers while streamlining the account opening and......
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Windsor, CT, United States
Modestspark
According to InvestmentNews, 78% of advisors have client portals for account access. However, there is a clear difference between standard information access and a personalized client experience. An innovative client portal can serve as an important point of differentiation for advisors who want to promote the more personal aspect of their......
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Amsterdam, Netherlands
Modular Data Centre
1. Lower the entry cost of data centre capacity 2. Shift costs from CapEx to OpEx 3. Have access to rapid deployment Built from pre-fabricated superstructure elements for assembly on-site Deploys onto green field sites or into existing buildings Integrates infrastructure components from globally significant manufacturers Seamlessly expandable modules from 50 kW through 1 MW or......
San Diego, CA, United States
Multi Check Capture™
MiSnap Multi-Check Capture™ is an SDK of app functionality, ready to drop in to your mobile banking app, that facilitates lightning-fast capture of multiple checks in one deposit session. Built on our proven MiSnap™ document capture technology, it is ready to interface with any item processing back end, and leverages your existing......
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London, United Kingdom
My Compliance Centre
Modernise your compliance management with a single, shared and integrated cloud-based solution. Specifically designed for firms that offer regulated financial services and in sectors that include Asset Management, Banking, Capital Markets, Consumer Credit, Corporate Finance, Fintech, Insurance, Investment Management, Payment Services, Private Equity, Venture Capital and Wealth Management. Stronger governance Complete transparency......
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Bedford, United Kingdom
MyDocSafe
Fact Find portal ready for action. Pre-loaded fact find portal with more than 25 forms Easily adjusted for your business’s requirements Integrated with the Companies House and address lookup E-signature for every workflow Electronic signature for any type of transaction: sign-up clients, hire staff, onboard suppliers, work with existing clients Give your clients and employees the......
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Chattanooga, TN, United States
MyDoX™
You can access this cloud-based software on any computer or mobile device. There’s nothing to download or install, so implementation is quick and easy....
Lehi, UT, United States
NetDocuments
The NetDocument's Platform offers: Document-level encryption Enterprise search Office 365 integration 65+ 3rd party integrations File & device synchronization Open APIs Geo-aware storage User customization iOS & android Administrative controls & reporting Global customer community Security & compliance-as-a-service ...
Charlotte, NC, United States
Network as a Service (NaaS)
IT wants to minimize the costs of managing network infrastructure, but needs control of secure, high performance networking. That's why NetFoundry reinvented NaaS to remove the telco, hardware and circuit handcuffs, and put IT in full control: IT centrally controls cloud orchestrated networking via your choice of web portal, APIs or......
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Centennial, CO, United States
NexImaging
Time wasted chasing paper becomes time invested in meaningful work that contributes to bottom-line profitability. The NexImaging module includes: Electronic signatures Document storage and retention Workflow17a4 compliant Audit trails ...
Herning, Denmark
Next Bank Statements
Capture any banking transaction. Now and in the future Banking documents come in numerous formats from multiple channels. Next Bank Statements captures all of them; physical statements on paper, PDFs, and transaction data such as SWIFT. Extract quality data out of bank documents from everywhere Right out of the box, Next takes in statements from......
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Herning, Denmark
Next Contracts
Handle contracts and agreements of any kind Right out of the box, Next takes care of agreements from anywhere like sales, property management, administration, management, human resources, and IT. A simple contract for a cell phone, a car lease agreement, or a complex delivery contract. They all fit into Next. Finally everyone is......
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Herning, Denmark
Next Emails
Every vital business email is secured and available to anyone. Anywhere. Anytime Once a business email is liberated from the personal inbox and secured in Next, it becomes part of the company's collective intelligence. Available to colleagues in the office, on the next floor, down the road, or around the......
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Herning, Denmark
Next Enterprise Archive
Think big. Start small. Move fast. Next Enterprise Archive helps you capture, keep, share, and discard your business documents efficiently. A complete platform for business document and process management, where you cherry-pick the features and functions as you need them. Lets you start small and move fast. Capture all your documents efficiently Next Enterprise Archive captures everything. Order......
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Herning, Denmark
Next Go
Swipe right — to approve It takes less than a second to approve an invoice, as long as you recognize it from the data presented to you. Put your thumb to the screen and swipe right. Immediately, the invoice is approved and ready for the next step in your process. Swipe left —......
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Herning, Denmark
Next Invoices
Approve invoices easily. Anywhere. Anytime Next is easy on the eyes. And easy to use. A modern and easy-to-use interface lets everybody approve their invoices from anywhere. Keeping them within their delegated authority. You will love getting things done whether you are in the office, on the next floor, down the road, at......
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Sydney, NSW, Australia
Nod
Create rules that automate document creation. Nod is proven to reduce document creation times by up to 80%. Our document creation platform automates document editing to reduce manual business tasks. If you want to empower the people in your business to serve more clients, reducing your document creation times is a great......
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London, United Kingdom
Oxygen Intelligent Document Management
Did you know it is estimated that employees can spend up to 25% of their time just trying to locate previously stored documents? In business today, we generate unprecedented amounts of information, data and documents. Ensuring that you and your colleagues are able to securely and compliantly store, then quickly......
Vancouver, BC, Canada
PageFreezer
PageFreezer takes compliance and litigation off your plate by automatically archiving your websites, social media and enterprise collaboration in one easy cloud-based dashboard. Archive website data & social media content in real time for regulatory compliance and competitive intel Take the risk out of your website and social media communications with a......
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San Francisco, CA, United States
PandaDoc
Say goodbye to antiquated and outdated paper processes Working with clients, especially ones in the banking and finance industry, is a lot of pressure. PandaDoc document automation software and legally-binding eSignature technology takes one more thing off your plate so you better manage your client relationships more efficiently and effectively. eSignatures Built-in electronic......
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Frankfurt, Germany
Paperless Contracts
Scope and services and process chain Integration of contract documents and existing system landscapes Client legitimation via POST-ID portal or other legitimation providers / signature service providers Contract opening and administration including all details. Client login and digital mailbox Core functions Integration of any contracts, e.g. with your suppliers, producers, distributors or end clients Automated e-mail......
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New York, NY, United States
Patrina
Patrina delivers exactly the nontrading regulatory compliance tools you need when you need them. Flexible compliance solutions that are easy-to-use and affordably priced. As 17a-4 compliance specialists, we’re committed to making records archiving and supervision easy and affordable. Every Patrina compliance product, every Patrina compliance service is designed to make your......
Stamford, CT, United States
PDF Data Extraction
Iterative process of blending Prompt Engineering, Optimized AI models & Time Series analysis. Generative AI overcomes these issues and solves the problems....
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Trondheim, Norway
Preservation archive
A focus on electronic document preservation Electronic signatures don’t last forever, and so it is important that electronically signed documents contain Long-Term Validation (LTV) information. By working with Signicat, you can ensure all electronically-signed documents can be validated in years to come. Long-Term Validation (LTV) LTV ensures that signatures embedded within documents can be......
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Portland, OR, United States
Professional Archive
The Professional Archive is a comprehensive and user-friendly compliance platform from Smarsh. Inclusive of capture, archive, supervision and e-discovery capabilities across 80+ communication channels, the Professional Archive delivers unparalleled efficiency at your organization with a single pane of glass solution. Support for new channels is continually being added, so you......
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Toronto, ON, Canada
Publisher
Use InvestorCOM Publisher to automate the process of composing, translating, and publishing regulatory documents such as MRFPs, financial statements, fund facts, prospectuses, and any data-intensive regulatory document. From data to SEDAR-ready documents, Publisher delivers on-time, every time. Eliminate the high cost and time delays of traditional typesetting French language support Meet compliance for......
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Riverside, CA, United States
Pulse360
Make your meeting notes work 10x harder Searchable Meeting notes from all previous meetings are instantly searchable, in seconds. Actionable Your team can access meeting notes from one centralized space so they instantly know what needs to be done. Repeatable Draft beautifully crafted advice to use again and again, freeing-up hours of precious time. Scalable Let an intern......
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King of Prussia, PA, United States
Qlik® NPrinting
Great looking reports, fast Spread knowledge and insight with quickly customizable reports. Highly polished reports made easy Create great-looking reports using data and analytics from Qlik Sense and QlikView. Distribute them in a flash. Fast and easy report creation Develop reports with drag-and-drop simplicity, in a variety of popular formats. Reports delivered the way you need......
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Derbyshire, United Kingdom
Qlik Sense
As the UK’s leading Qlik Sense consultants, we understand the true power of the innovative business intelligence software. Qlik Sense provides business professionals with the power to create customised, interactive data visualisations, reports and dashboards from multiple data sources with efficient drag-and-drop functionality. As a self-service analytics software platform, Qlik Sense......
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King of Prussia, PA, United States
Qlik® Sense
Combine any number of data sources, no matter how large or complex. Freely explore in any direction using interactive selections, global search, and natural language interaction. Take advantage of powerful smart visualizations and AI-generated insight suggestions. You’re no longer limited by linear exploration or cumbersome data preparation. ...
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Los Angeles, CA, United States
RDocs®
RDocs™ empowers you to protect, control, track, or kill access to documents in-the-ether, even after sending. The only EDRM platform built on 20 years of leadership in email security and compliance. Why We Are Unique Finally, DRM that is easy enough for real people to actually use; we’re never going to require readers......
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Sacramento, CA, United States
Redtail Email
CRM integration Users of Redtail CRM automatically have their email correspondence dynamically linked to client records. No limits There are no storage limits on mailboxes and no archive restrictions— so you can keep all of your correspondence for as long as you like....
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Sacramento, CA, United States
Redtail Imaging
Image access Using predefined folders in each user’s isolated storage, we offer full access to archived images. Image retention policy Providing a zero-loss, no-time-limit retention policy to guarantee the complete retention of images, regardless of time....
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Zurich, Switzerland
Regulatory Document Service
Regulatory Hub by SIX is an industry platform that has been designed to connect the buy-side and sell-side with each other so data and documents can be exchanged in a standardized, automated and digital way. Built to accommodate current and future international regulations, the platform acts as a communication interface......
Zurich, Switzerland
ROCKON | SignON
SignON applies the following logic: 1. Identification 2. Verification 3. eSignature 4. Documentation: PDF signing with a qualified signature in [PDF | A-Format]. Attachments are signed as an integral part of the PDF. XML attachment provides means of automatic processing. Visualized eSignature. Top Customer Benefits: Shorten signature turn-around time. Maximize conversions | Lower drop-off rates. Cost effectiveness. ...
relevant regions
Silver Spring, MD, United States
SAFE
Whether hosted on internal servers or in a secure, private cloud, SAFE financial services document management software is ideal for financial advisors, broker-dealers, and independent agents. SAFE is structured to handle all the documents used in your office, whether they are scanned from paper or created electronically. With SAFE, you......
Melbourne, VIC, Australia
SafeGuard
Secure email archiving and real-time retrieval SafeGuard provides a constant and real-time service to access your encrypted, forensically in-tact archive of every email sent or received by your business. Email retrieval can be done by sender, recipient, date, time, subject, body and attachments, just as they were originally sent or received. Legal and regulatory......
Braintree, MA, United States
Satuit Investor Portal
The SatuitSIP Secure Investor Portal provides asset management professionals and their investors with secure 24×7 access to account data, documents, and forms. Our software can be easily branded and embedded into your corporate website with no programming or web design skills required....
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Winterthur, Switzerland
ScanEngine
ScanEngine is ideally suited to document processing for banks and asset managers not connected to a system for the electronic exchange of messages, such as SWIFT. Without ScanEngine, the flood of document data must generally be entered manually, which requires an enormous amount of time and effort. In order to......
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Alpharetta, GA, United States
Scan&Organize
Connect your ACT! contacts to their associated documents and folders inside of ACT!. Simply look up the contact, company or group and click on the Organizer tab. The contents of the linked folder are automatically displayed....
Luxembourg, Luxembourg
Secuchat
White labeled solution A white labeled solution you can restyle with your brand colors and logo, and distribute under your name, while we take case of the maintenance and grunt work. You can even use our SDK to integrate our solution as part of your app. e-Signature Powerful features including e-signature to exchange......
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Toronto, ON, Canada
Secure Document Delivery
We'll help your front and back offices save significant time and money by improving the way you're delivering monthly statements and important documents to your clients in a secure, easy-to-use Vault....
Zurich, Switzerland
SecureSafe
SecureSafe keeps files and passwords secure SecureSafe is a simple and secure solution that provides customers with long-lasting protection of their digital assets. SecureSafe comes with numerous features, such as a document manager, scanner, and password manager, file sharing, and a digital inheritance function. SecureSafe strengthens your customer relationships Expand your digital services......
Zurich, Switzerland
Sherpany
Sherpany meeting management software Sherpany maximizes your compliance and ensures the highest European security standards when it comes to protecting confidential data. Our meeting solution is ISO 27001 and ISAE 3000 certified, compliant with GDPR and FINMA regulations, and not affected by the US CLOUD Act. Your company can ensure maximum protection......
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Toronto, ON, Canada
SideDrawer
You have more stuff than you think. It can be daunting to organize all your financial documents, assets, identity and important everyday life documents. Thinking about how to securely store and share your information, track who it is shared with, and trying to gather and manage all your information from......
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Amsterdam, Netherlands
SignRequest
SignRequest lets you sign documents online, taking away the hassle of having to print, sign and scan. Our solution stands out for its ease-of-use and very affordable price tag without ever compromising on security and legality. The most complete and affordable signature solution We are so easy to use We won’t drown you......
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Amsterdam, Netherlands
SignRequest API
An easy e-sign API for perfect integration The SignRequest digital signature API allows you to integrate SignRequest e-signatures seamlessly with your own systems. E-sign and send straight from your own website, DMS or CRM without the need for our web application. We have already invented the wheel for you, so all......
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Amsterdam, Netherlands
SignRequest On-premise
Is the SignRequest On-premise solution right for your business? Do you send over 1 million documents per year? Do you have your own IT team? Do you have custom features and data security wishes? Benefits of On-Premise e-signatures Pay a one-time fee and/or based on volume Tightly integrate the white label signature solution in your current......
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Orange, CA, United States
Simple Email Archive
If you are looking for an email archiving solution that just works, ask us about our secure SEC and FINRA compliant solution. Built for compliance teams Simple everything SEC 17a-4(f) and FINRA 2210 compliant Tech stuff for your IT team ...
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Orange, CA, United States
Simple Trade Monitor
Background Your Code of Ethics requires an adviser's "access persons" periodically report personal securities transactions and holdings to their chief compliance officer or other designated persons. Historically, this need is completed by ordering duplicate statements from outside companies or asking employees to provide quarterly statements. The statements are then manually sorted, reviewed,......
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Zurich, Switzerland
Single Family Offices
Save 50% of time on admin and free up resources for greater value-add activities. Avoid being locked-in to external service providers and reduce key person risk. Guarantee tax, legal, compliance, wealth and succession planning data is secure and prepared for the next generation. How we do it Adopt a global best practice ORCA’s intelligent, automated,......
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London, United Kingdom
SmartDX
SMARTER Documentation for Capital Markets Capital Markets participants can no longer afford inefficient document negotiation and manual processes. Documents must be created, shared and stored digitally to facilitate downstream data processing and reduce reconciliation. Currently, there continues to be a heavy reliance on market participants to manually reconcile data from documents throughout......
relevant regions
Stockholm, Sweden
Strivr
We set out to build a tool that solves the problem of how to manage your day-to-day operations. Much has happened in the Financial Industry when it comes to technology, however, most Operations still rely on keeping track of their work and how to do it by using multiple spreadsheet......
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Charlotte, NC, United States
Summitas Platform
Change the dynamics between you and your clients Now you can deliver a virtual office with anytime, anywhere access from all mobile and computing devices. Ensure privacy, share and protect vital information, and create a focal point for family and office communication through an array of customizable modules that lead to......
relevant regions
Glattbrugg, Switzerland
SwissID
SwissID – my digital Identity. With SwissID you log in simply and securely to Swiss online services. SwissID is a free service provided by SwissSign Group, a joint venture of state-affiliated businesses, financial institutions, insurance and health insurance companies. Simple With a single login, you have access to a growing number of Swiss......
relevant regions
Mumbai, India
TCS Business Records Management
Challenge Key challenges for BFSI firms in business record management include complying with legal and regulatory policies, and siloed information. The volumes generated have increased along with cost of recovering misfiled documents, calling for robust document record management systems. Auditors and investigators are looking for accuracy in compliance reporting functions. Financial......
relevant regions
Phoenix, AZ, United States
Trumpet
What’s your firm’s purpose? At Trumpet, we want the time we spend at work to matter. Our focus on streamlining and automating work is about more than creating value for your firm or even your clients, it’s about making the world a better place to work. We’re committed to creating......
Brussels, Belgium
Trusted Family Platform
One unified platform with all the tools you need to manage meetings, share confidential information, drive real-time collaboration and accelerate decision-making. Enhance engagement and alignment on all fronts. Enroll now to enjoy the financial and non-financial benefits of an engaged family, business, and family office. For today, and for future generations. ...
relevant regions
Salt Lake City, UT, United States
Vanilla for Estate Planners
Vanilla helps in-house wealth and estate planners simplify the estate planning process with guided templates and workflows for abstracting key information from trust and estate documents....
relevant regions
Austin, TX, United States
Vault
Voyant's Vault helps you: Simplify document intake Quickly search and retrieve important information Decrease compliance risk Reduce carbon footprint ...
relevant regions
Swansea, United Kingdom
vDoc
Customers can access vDoc using any browser on their PC, tablet or mobile device. Using a password, customers can log into their own secure personal portal that allows them to upload, download and electronically sign documents at their own convenience. Automated work flows manage the customer journey, so that documents......
relevant regions
Austin, TX, United States
VendorInsight
Monitor and mitigate third-party risk with unprecedented ease VendorInsight is the best-in-class Vendor Risk Management solution where ease of use meets advanced features such as vendor risk assessment, automated vendor monitoring, fourth-party vendor tracking, concentration risk analysis, and more. Top-tier VRM software that makes it easy to mitigate third-party risk Identify and monitor......
Paris, France
Verto
As former finance professionals, we are experts in both financial terminology and technology. We designed Verto to resolve the problems which we ourselves had encountered while performing financial translations. Do you often find yourself having to do translations? Do you issue internal reports which need to be translated? Would you like......
relevant regions
Cambridge, United Kingdom
Virtual Cabinet
Virtual cabinet is ideal document management software for financial advisors and institutions, including wealth and investment management, financial planning and mortgage broking firms. Virtual cabinet controls your documents, secures your communication, increases your productivity, and radically speed ups business workflows. Virtual Cabinet optimises your information workflow. It streamlines your business processes,......
relevant regions
New York, NY, United States
Virtual Data Rooms
All funds Our platform supports all fund structures, from Reg D to registered offerings - private equity to NTRs. All investors Our platform supports the simplest to the most complex type of investment entities. All reporting Our platform supports all investor reporting, across funds and administrators....
relevant regions
Plymouth Meeting, PA, United States
WealthHub
WealthHub creates an operating environment for trust administration that puts all your critical information in one place and provides customizable workflows and approval processes. Trust documents. Investment account and cash balances. Client information. Family relationships. Bank accounts and transactions. Key trust provisions. All at your fingertips for efficient management. There has......
relevant regions
Portland, OR, United States
Web Archive
A solution that makes compliance simple Ensure all changes on your website are captured, archived and searchable so you are prepared for regulatory or e-discovery events. Automatically capture web pages in their native format Maintain peace of mind with a solution that automatically captures web pages in their native format (including embedded videos)......
relevant regions
Toronto, ON, Canada
XPRESS Network
XPRESS Network is a subscription service enabling Mutual Fund company forms to be configured directly onto dealer platforms and available to all advisors using XPRESSuite on the UNIVERIS platform. XPRESS Network integrates form completion into the transaction process. This solution is used for 100% of applicable transactions. Forms are completed instantly......
Knowledge Resources
Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.
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