Document Management (313 companies found)

Document management solutions for the financial services sector like the ones offered by the vendors in this category control the life cycle of documents for financial institutions of all kinds, including wealth management and investment firms, commercial banks, mortgage brokers and others. Some of the financial services document management capabilities these solutions provide include control of document creation, access and review, editing, publishing/distribution, and how they are ultimately disposed of or stored. In addition, many of these vendors’ solutions address compliance with financial services regulatory laws such as Graham-Leach-Bliley, NASD 3010 & NYSE 342, SEC 17a-3 and 17a-4, Sarbanes-Oxley sections 302 and 404 for public companies, and IRS Rev. Proc. 97-22. Click on the links to visit these companies' websites, learn more about the solutions they offer, or to contact them by phone or email.

  • Albridge Solutions

    Web-Based Portfolio Accounting & Performance Reporting
    Document Management System: Albridge offers a fully integrated, imaging, workflow and document management system accessible by front office, middle office and home office staff. The system is customizable, SEC 17 a-4 compliant, and provides users the ability to scan, store, retrieve, view and approve documents on the...
  • Financial Technology Laboratories, Inc.

    Software Development & Consulting Firm
    CDUnderwriter: CDUnderwriter provides a platform for institutions and underwriters to communicate and collaborate on CD issuance.
  • Napersoft

    Napersoft Doc 5.2 for z/OS : Napersoft Doc 5.2 is a customer communications management publishing system for the enterprise. It enhances user productivity in creating and maintaining documentation, manuals, books and reports by eliminating embarrassing errors and costly, time-consuming editing steps. The software also...
  • Canon U.S.A., Inc.

    Canon U.S.A., Inc. is a leader in professional business and consumer imaging equipment and information systems. Our extensive product line and digital solutions enable businesses and consumers worldwide to capture, store, and distribute information. Canon products include color and...
  • SS&C Technologies, Inc.

    SS&C is a global provider of investment and financial software-enabled services and software for the global financial services industry. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. Some 10,000 financial services organizations, from the world’s...
  • Keyscan, Inc.

    Established as a privately-owned company in 1984, Keyscan has been equipping businesses, organizations, and institutions with integrated access control systems that regulate and monitor building access. Through the years, Keyscan has held steadfast in its commitment to build premium systems...
  • Hyland Software

    OnBase Document Management/ECM/TCM: OnBase from Hyland Software is a document management/ECM/TCM solution that optimizes processes at the departmental level, yet has the ability to easily scale across the enterprise. Like everything dealing with enterprise content management (ECM), transactional content management (TCM) is...
  • Laserfiche

    Laserfiche: Laserfiche® creates simple and elegant enterprise content management solutions that help organizations run smarter. Since 1987, more than 28,000 organizations worldwide have used Laserfiche to streamline document, records and business process management. The Laserfiche ECM system is designed...
  • DocuWare

    DocuWare: Ready to set the new pace for business? Accelerate information flow and level up your productivity Forget about the tedious, manual, repetitive tasks that prevent your staff from working on what matters. Digitize and automate your workflow to unleash sharp decision-making and optimal use of...
  • Availity L.L.C.

    About Availity, L.L.C. – Patients. Not paperwork.® Availity optimizes the flow of information between multiple health care stakeholders through a single, secure internet-based exchange. The Availity® Health Information Network encompasses administrative, financial, and clinical services,...