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...
  • 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...
  • Intelledox

    Document automation Every organization should be able to reduce the time spent performing manual administrative tasks so they can focus on doing work that matters. Customer-Communications By taking control of the document life cycle through automation, organizations can boost...
  • CIMCON Software

    CIMCON Software offers solutions that minimize the business risks associated with end-user computing applications (EUCs) and automates the management of these files. From creating an inventory of all of the EUCs in your organization and identifying the most important ones to detecting errors and...
  • HP Exstream

    HP Exstream enterprise document automation software provides insurance organizations with a single platform for designing, maintaining, and delivering relevant and consistent policyholder and agent communications, regardless of document type, variable content or delivery channel. Using HP...
  • 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;...
  • eFileCabinet, Inc.

    Rating: 5 - 1 review
    eFileCabinet SecureDrawer Safe and Secure File Sharing: It’s as easy as email—but infinitely more secure. SecureDrawer gives you a protected way to share documents with clients and coworkers alike. With just a few clicks, you can instantly share documents and collect digital signatures, all within a secure, encrypted portal. Ease of Use With a...
  • 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...
  • DocuWare

    DocuWare: A global leader in Enterprise Content Management since 1988, DocuWare improves efficiencies and reduces costs by automating business processes in the cloud or on premise. Easy management of all your documents, regardless of format or source, in one virtual central document pool, allows for the...