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"Virtual Cabinet is an affordable, easy to use, highly effective document management system."
- Antony Williams, Financial Planner, Evolve
Virtual Cabinet Benefits:
Secure Client Portal:
Virtual Cabinet for Financial Document Management:
From instant creation of associated documents (e.g. cover letters and stored templates), to job finalisation via team workflows and financial document automation.
The whole team has eyes on client conversations and documents, not just one-to-one emails. You can work with multiple levels of financial document automation to suit your needs.
Assign work to individual staff members as it enters the business - all managed in one place. No more chaotic email document circulation and faster turnaround times.
Report on how many tasks and unfiled documents each of your team members has. Find bottlenecks and improve workflow.
Be aware of any outstanding tasks sent by clients, and monitor if clients have opened or actioned documents you've sent in return.
Struggling to find files with your current financial document management system? With Virtual Cabinet, you can find documents using the text within them, rather than having to know the exact file name or location.
Organise all your information - from client documents to internal records -in one simple, standardised format with financial document automation.
Integrate with leading CRM software. Reduce administration for setting up new clients, and avoid data duplication.
The UK, AUS, USA and NZ have strict privacy and data protection legislation in force, such as GDPR. With our financial services document management, we help you stay compliant.
