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, with detailed reporting to help you identify bottlenecks. Administration is significantly reduced, so your team can focus on value-adding.

Our integrated secure Client Portal software allows you to securely share information with your clients, and track whether they've been viewed or actioned.

If you're looking for financial services document management software then consider Virtual Cabinet. We've helped thousands of businesses like yours deliver results, and get an instant return on investment, both in time and money.