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 Solutions165
  • Solution Providers126
  • Knowledge Resources80
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Featured Solutions

London, United Kingdom

docStribute

docStribute gives you the power to send secure, regulated and confidential documents to your customers digitally; replacing costly postage and piles of paperwork with one elegant, immutable hyperlink. Just one click. It’s that simple. Combining next-generation distributed ledger technology and deep expertise in regulatory compliance, we lead the way in secure,......

Client type
Relevant Regions
San Jose, CA, United States

Bill.com for Wealth Management

Bill.com (NYSE: BILL) is a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB). Our tailored offering for wealth management firms supporting high-net-worth clients, enables firms to shift from a cumbersome and time-intensive approach to an automated and secure......

Client type
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London, United Kingdom

FS:Insight

Does your organisation have data 'trapped' in contracts, prospectuses, KIIDs, factsheets or any other documents? Do you have to manually check data prior to publication of regulatory documents? Are you certain that your data is consistent across all RFPs / sales & marketing materials? FS:Insight from FundSense extracts any data, tables......

Client type
Relevant Regions
Milan, Italy

Objectway WealthTech Suite - CONECTUS

As part of Objectway WealthTech Suite, Conectus is the omnichannel, omni-device user experience platform designed specifically for the wealth and investment services segment, built for digital engagement and collaboration between client and advisor. Thanks to a lean portal with a widget-based framework, focusing on front-end and user interaction, Conectus gives......

Client type
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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......

Client type
Relevant Regions
Zurich, Switzerland

ti&m Digital Onboarding

Be ready whenever your users are.  Create a frictionless, user-centric onboarding experience.  Accessible any time of day with instant verification thanks to our AI-driven onboarding and identification solution.   ...

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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. ...

Client type
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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
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......

Client type
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Portland, OR, United States

4FP

Full-service digital marketing agency catering to the financial planning profession. We provide digital marketing strategies to registered investment advisors, financial planners and other advice professionals.   Whether it is making a new website, honing your online image or building compliant online practice management strategies, Digital Marketing 4FP will find your solution.  We provide......

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......

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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,......

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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......

Dubai, United Arab Emirates

ArmBox Repository

ArmBox is a secure and intelligent content and document repository. Fully integrated with Investrack™ Platform, ArmBox can store, organize and map different documents and collaterals that a bank or financial institution may want to disseminate to their customers or customer segments. Such content can include month-end financial reports, New Fund......

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.......

Bordeux, France

Asset Manager Offer

Save time for you and your partners An extranet that meets the management rules for your products (minimum investment, funds, supporting documents, etc.) A significant reduction in incomplete or false files A phenomenal time saving for the back office A differentiating argument for CGP Provide your distributors with working comfort Use our intuitive and ergonomic interfaces Stand......

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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......

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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,......

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New York, NY, United States

Canoe Intelligence

With Canoe, the world's most sophisticated investors can unlock more value form their data and focus on investment decision-making, client service and other value-add functions. This is your technology roadmap for scalable, sustainable business growth.  Extract relevant data points from reporting documents with 100% accuracy  Drastically reduce the time spent on managing data from......

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......

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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......

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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......

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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 ...

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Toronto, ON, Canada

Client Vault Platform

Saving time, effort & money Clients can quickly and easily centralize, organize and manage their documents in one place with convenient anytime, anywhere access. Clients save money on professional service fees and physical document storage while ensuring their vital assets are accounted for and organized for life. Organizing & controlling their digital life Educate......

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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,......

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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......

Palo Alto, 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......

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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......

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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......

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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......

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......

Rotkreuz, Switzerland

ComFoundation

ComFoundation is a collaborative and comprehensive customer communication management platform. Connections can be easily implemented into a customer environment with ready-to-use adapters for various existing core business applications and third party technologies. A tight integration with core banking applications such as Avaloq, Finnova, and SAP, including third party technologies for......

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......

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San Mateo, CA, 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......

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Portland, OR, United States

Connected Apps

Purpose-built applications that enable you to make the most of your archived data Smarsh offers two applications as part of the Connected Suite: Supervision and Discovery. These applications come in both Professional and Enterprise editions. They empower your organization to meet your compliance and legal challenges head-on. Each one comes with......

relevant regions
Portland, OR, United States

Connected Archive

Designed for today’s communications Smarsh has been the leading provider of archiving solutions for the past two decades. We have developed deep industry expertise serving clients of all sizes and complexity, from small businesses to the world’s largest banks and government entities. With these distinct needs in mind, the Connected Archive......

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Portland, OR, United States

Connected Capture

Rich capabilities to manage your communications content With support for 80+ communication channels out of the box, Smarsh is the only provider that captures and manages such a wide variety of content. More importantly, we capture it the right way. Unlike competitor solutions that flatten everything to email format, content is......

relevant regions
Birmingham, United Kingdom

CRM

Manage all of your company’s relationships and interactions with your customers and prospects. CRM has document management & client management features to give the user a complete picture of the available clients. Events can be logged against a contact and appointments sent to their own calendar. All documentation can be assigned......

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......

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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......

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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......

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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......

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
Cheltenham, 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......

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Paris, France

DMS 34

How it works Working space set-up Customize your workspace with a fully configurable platform that lets you control the document structure, security, permissions, and notification settings. Upload Access your working space through your browser from any desktop or mobile device without the hassle of additional software or plugins. Our proprietary technology automatically formats your......

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Rotkreuz, Switzerland

DocFamily

DocFamily offers a modern and holistic customer communication solution. Whether mass, on-demand, or interactive communications, DocFamily’s easy and extensive integration with all existing internal systems and processes, increases efficiencies and helps companies secure sustainable competitive advantage in servicing their customers. DocFamily is based on open standards to ensure a seamless integration......

Beaconsfield, United Kingdom

DocPortal

Intuitively designed, easy to use and white labelled with an organisation’s own branding, The DocPortal enhances the advisor-client relationship, providing something truly invaluable for your clients and a state-of-the-art document management portal for your business. The portal allows documents to be securely distributed to your clients’ smartphones through your own company......

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Bundall, QLD, Australia

Documentation Suite

NowInfinity’s document platform sits at the core of the NowInfinity eco-system and is made up of over 70 legal documents. Key Benefits Legal backing so you sleep soundly All document templates continually go through a deep legal review and drafting process. Efficiency is a breeze Efficiently manage the creation and execution of documentation to support......

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......

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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......

Los Angeles, 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
Los Angeles, 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......

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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......

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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......

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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......

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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,......

Kehlen, Luxembourg

e-Documents (Bundle&Unbundle)

How many documents do you manage? Internal documents, contracts, documents of partner organizations (custodians, insurer, …) can be organised in more efficient way. Data is collected once and all relevant documents are generated and data is securely stored in the right place. MIFID, GDPR, ....  no worries, your collection and security......

relevant regions
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......

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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...

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......

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Toronto, ON, Canada

Enterprise Vault Platform

Grow & scale your organization with technology Leverage best-in-class cloud-based document management technology to build your client and constituency base while scaling your organization’s capacity to get work done.  Easily control your complex multi-tiered ecosystem The Enterprise Vault Platform (EVP) allows you to quickly bring together the various silos of your organization into......

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,......

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Savannah, GA, United States

Executor Assist

Protect your clients with Executor Assist Every year, nearly 2.5 million identities of deceased Americans are used for fraudulent account activity and to open new services.1 This threat is known as "ghosting" and can have serious risk to your client's financial assets, credit cards, tax returns, and driver's license information. It's......

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Singapore, Singapore

External File Sharing Management

Discover the data Total visibility of all file sharing activities. Receive alerts Real time alerts on file sharing anomalies. Control access Immediately revoke access to prevent data breach. Have full visibility and a centralized control on file sharing activity....

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......

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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
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......

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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
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,......

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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......

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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......

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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
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......

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San Mateo, CA, 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......

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......

Geneva, Switzerland

LOGICAL ACCESS

LOGICAL ACCESS is a secured document management and archiving solution specifically designed for banking industry needs.  LOGICAL ACCESS Suite allows banking institutions to have full control over each step of the document lifecycle being: The capture  The archiving  The consultation and distribution of confidential banking documents LOGICAL ACCESS Suite supports any documents types: images, spool files (data flow),......

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Frankfurt, Germany

LPADoc

Terms & Conditions, product presentations and explanation videos created at the touch of a button LPADoc merges knowhow and technology, so that you can automate the creation of your processes and documents, and your employees can put in less manual work and focus on consulting customers instead. The software not only......

London, United Kingdom

Markit Counterparty Manager

Markit Counterparty Manager allows users to upload, disseminate and maintain over 200 document types across 45 categories and supports the documentation requirements of essential processes including KYC, tax, legal, AML and credit. With the efficient exchange of counterparty information and trading agreements key to successful trading relationships, Counterparty Manager is the......

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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Zurich, Switzerland

Orca

Visualise wealth so anyone can understand it. Create intuitive, interactive structure diagrams 10x faster than ppt / visio / … Clarify who owns/controls what, and how. Blend/filter information in/out with one click. Create holistic balance sheets. Calculate the combined net wealth of one or more natural and legal persons. Filter assets/liabilities in/out (e.g. show net wealth......

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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......

Munich, Germany

Policy Management

Communicating desired behaviours throughout an organisation is a necessary and often a legally required task. The currently common approach of writing a static document and publishing it somewhere on the company intranet is rapidly becoming outdated and highly ineffective. Static documents don’t provide easily retrievable answers, easily become stale and......

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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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Toronto, ON, Canada

Professional Vault Platform

Acquire clients & grow your practice Differentiate your practice with a new digital offering for your clients. Combining your clientbase with the platform’s inherent network effects, you can easily generate new business relationships. Easily uncover upsell and cross-sell opportunities. Engage & retain your clients Integrate fully into clients’ digital lives. Command daily mindshare.......

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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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San Francisco, CA, United States

Quip

Work better and faster as a team Collaboratively create and edit documents, spreadsheets, and task lists in one centralized place....

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. ...

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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......

Winterthur, Switzerland

ScanEngine

Data from receipts and statements, including all the relevant details such as brokerage and other fees, are essential when it comes to modelling portfolios. In the past most of this information had to be manually captured or linked, which created a huge amount of work, especially with the volume of......

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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Zurich, Switzerland

SecureSafe

SecureSafe is an award-winning online storage solution for companies and individuals alike. The cloud safe simplifies online file sharing and protects documents and passwords, offering a level of security comparable to a Swiss bank. SecureSafe is a unique solution thanks to the use of double encryption, triple data redundancy for......

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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Geneva, Switzerland

Signatys

How it works? SignMit App SignMit is a mobile application allowing secured verification between banks and clients by connecting documents to their smartphones. Digitalize any type of workflow requiring a hand-written signature or approval and speed up your manual processes while reducing your operational costs. All the events are tracked in an audit trail so......

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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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Rotkreuz, Switzerland

SolPortfolio

SolPortfolio consists of different solutions and comprises packaged document-centric approaches aligned to standard document types and best practices. All associated with the banking and insurance industry. SolPortfolio sits on top of DocFamily and/or ComFoundation offering a front-end for the production of standard documents such as PowerPoint presentations, client reports or......

Rotkreuz, Switzerland

SolPresent

SolPresent is a sophisticated web-based software solution for sales and advisory documents. It gives your organization more time to focus on true customer relationship management by shortening time-to-market with up-to-date presentations created in less than 3 minutes. SolPresent enables control of layout and regulatory guidelines while supporting automatic data integration for......

Rotkreuz, Switzerland

SolReport

With SolReport, all client segments finally have a solution to individualize their investment reports. The huge set of reporting widgets enables the client to fulfil all his personal needs. You and your clients can use the solution anytime and anywhere, because it’s mobile and responsive. SolReport enables your client to customize......

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......

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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......

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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......

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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......

Los Angeles, CA, United States

Vanilla

All of the benefits of working with top estate planning attorneys without the cost or hassle Between the efficiency of technology and partnering with one of the nation’s most recognized law firms, we are able to offer an end-to-end process that allows your clients to quickly create documents and receive a......

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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......

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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......

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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,......

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Budapest, Hungary

Wealth Management Communication HUB

Main advantages Automated notification sending based on robo-advisory principals (such as warnings or alerts generated by client portfolio changes) Personalized messages meeting any type of criteria, such as upcoming maturity dates, profit and loss thresholds or birthdays Fully featured chat messaging system for real-time engagement Time-saving features such as sending mass chat or mass......

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Portland, OR, United States

Web Archive

Adopt 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. Key capabilities - to drive compliant productivity Automatic archiving Maintain peace of mind with a solution that automatically captures web pages in their native format (including embedded......

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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

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