Solution introduction

The SAFE financial services document management solution is engineered to help financial advisors streamline office procedures and meet strict SEC and FINRA compliance requirements.

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 can dramatically improve both your filing and retrieval efficiency which provides greater productivity for you and your staff.

SAFE financial services document management software is dramatically more efficient, secure and sustainable than legacy filing systems. But that doesn’t mean its implementation comes with a steep learning curve and an initial drain on production. At Cabinet, we only deploy our software after an in-depth discovery process, allowing us to customize SAFE to your existing business practices and rules. The result is an efficient, fully digital version of your organization’s workflows, working hard from Day 1 to create maximum efficiency — and ROI — with minimal ramp-up time and disturbance.

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