Access more. Register Today!
 
Sign In
 
 
 
 

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.
 
255 Characters Left
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...
Learn more about Document Management System ›
Phone Number  click for phone
 
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,...
Learn more about Bank & Brokerage Investor Communications ›
Phone Number  click for phone
 
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...
Phone Number  click for phone
 
ONE Collaborate: ONE Collaborate from Thunderhead.com is an enterprise engagement/document management solution accessed via ONE Engagement Cloud that delivers complex multi-party documents and enables structured collaborative working. Collaboration on mission-critical documents like...
Phone Number  click for phone
 
Altisource provides services to some of the most respected organizations in their industries, including one of the nation’s largest sub-prime servicers, government agencies and many lenders, servicers, investors, mortgage bankers, credit unions, financial services companies and hedge...
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...
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...
SharePoint/CMS Integration: Many companies have made an investment in SharePoint and will continue to utilize the system for its document management capabilities. With SharePoint/Ektron CMS integration, users can keep their digital content in SharePoint and power their website with Ektron CMS to further drive...
AscendoSoft specializes in providing industry-leading software solutions and professional services to customers of all sizes including vertical markets, such as financials, higher education, healthcare, retail, etc. AscendoSoft offers address cleansing, document management,...
Companies 1-10 of 318