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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.
 
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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...
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Accurate | Dependable | Efficient
Bank & Brokerage Investor Communications: Proxy & Regulatory Communications Our proxy management expertise supports your business in meeting current and future regulatory requirements, helping to maximize transparency, mitigate risk, and reduce costs. Client & Marketing Communications We offer a comprehensive,...
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XO Communications provides telecommunication services to enterprise businesses nationwide. Their top of the line services are recognized by the best in the industry and have received many awards. XO Communications takes pride in providing their customers customized solutions...
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The flexible design of SmartSearch allows organizations to manage documents in virtually any business application where paper is a problem. Learn how organizations leverage the benefits of document management software including customers in the healthcare, insurance, government, legal...
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...
Document Management & Imaging: Imaging101, Inc. offers its core software solution, Imaging101, for document imaging, document management, document scanning, retrieval, and electronic document routing. Imaging101 is a powerful, flexible solution that provides many advantages over storing images and documents...
GMC Inspire for Document Management: GMC Inspire’s document management, composition and variable data publishing capabilities are purpose built to empower business users to create effective communications. Its object-oriented architecture removes the need for traditional scripting, making it intuitive and simple to use....
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 -...
BPM with Content/Document Management: Embedded within BP Logix workflow software is a highly collaborative, web-based content/document management system. It provides the functionality an organization needs to manage and secure documents and digital content, supporting users in all stages of the document lifecycle. The...
Document Management/Intake Solutions: Data Dimensions’ ddCapture, ddManage and ddIntegrate document management programs provide solutions for the manual processes associated with document intake, including; post office box management; courier services; document preparation; imaging; indexing; and, full data capture...
Companies 1-10 of 318