ERwin TLB&mobile 11.10.15

Document Management (318 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...
  • 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...
  • Microsoft Corporation

    Share Point 2013 for Document Management: The features integrated into Microsoft's SharePoint Foundation document management system address all of the following: What kinds of documents and other content can be created in an organization; What template to use for each kind of document; What metadata to provide for each kind of document;...
  • Oracle

  • 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...
  • ICM Document Solutions

    ICM Document Solutions helps organizations, in the United States and internationally, adhere to compliance requirements and improve efficiency. ICM delivers high-quality and complete document and content management solutions and intelligent accounts payable automation. More...
  • DocuTek Inc

    DocuTek has solutions for any kind of document management need. Whether you need to scan several cabinets full of paper, retrieve images from microfilm, or find a better way to manage and access all of your files, DocuTek can recommend a proven, reliable and cost effective solution.
  • Document Scanning Services

    DSSI is a single source provider, in the Document Management & Scanning. With the number one Softeware M-Files, we can move your business to the next level. Our client’s success has been achieved through our attention to their individual needs. Listening and understanding how the organization,...
  • MasterControl Inc.

    MasterControl Inc. produces software solutions that enable companies doing business in regulatory environments to get their products to market faster, while reducing overall costs and increasing internal efficiency. MasterControl securely manages a company's critical information throughout the...
  • Ebix, Inc.

    Rating: 5 - 4 reviews
    A leading international supplier of On-Demand software and E-commerce services to the insurance, financial and healthcare industries, Ebix, Inc., (NASDAQ: EBIX) provides end-to-end solutions ranging from infrastructure exchanges, carrier systems, agency systems and risk compliance solutions to...