ERwin TLB&mobile 11.10.15

Document Management (317 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...
  • 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...
  • Open Text

    Open Text is the market leader in providing Enterprise Content Management (ECM) solutions that bring together people, processes and information. Our software seamlessly combines collaboration with content management, transforming information into knowledge that provides the foundation for...
  • eSignLive by VASCO

    eSignLive e-Vault Manager : eSignLive e-Vault Manager is an enterprise solution designed to protect the value of electronic contracts throughout their lifecycle. The solution manages the secure transfer and storage of transferable records, such as promissory notes and chattel paper, between e-vaults, with the assurance...
  • CIMCON Software

    When you consider today's regulatory environment and constant access to information, the handling and security of data have become essential. CIMCON Software offers solutions that automate the management of EUCs and minimize the business risks associated with them. From creating an inventory of...
  • 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;...
  • BENEDICT GROUP, Inc.

    LOANS! is a sophisticated loan servicing, accounting, and investor tracking system for commercial loans and mortgages. Based on Microsoft’s SQL Server and .Net technologies, LOANS!' features include: - Asset management, including financial statement and rent roll tracking - Workflow...
  • 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...
  • ClickClaims

    Web-based Claim File Management for high volume property claims operations. Eliminates paper and on-site CAT centers, by connecting all parties to secure, central data repository, with 24/7 world-wide access. Automated claim file transfer process handles over 100,000 records/day. Integrated...