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.
  • 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...
  • 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;...
  • activePDF

    WebGrabber: activePDF® WebGrabber™ is a server-based, scalable, HTML-to-PDF and URL-to PDF-converter, allowing virtually anything that can be viewed in a web browser to be converted to PDF.
  • 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...
  • 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,...
  • BMI Imaging Systems

    On Premise Document Management and Workflow Solutions Selectively replace, upgrade or image-enable existing systems without the requirement to purchase one large replacement platform Equip employees, customers and citizens with record viewing and research room capabilities for self-search...
  • Melissa Data

    Melissa Data provides data quality and enrichment solutions that help end-users and integrators from SMB to Fortune 500 organizations parse, standardize, verify and dedupe CRM data across the enterprise. Its multi-platform data quality APIs, web services, and transforms for SSIS have helped...