Document Management (297 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.
  • ISIS Papyrus Software

    Papyrus Inbound Mail Capture: Client Challenge Hundreds of thousands of documents of all types - paper, emails, file attachments, faxes, etc. – may reach an enterprise business every day, especially when customers are mainly private consumers or end users. Typically, this incoming information is a mixture of known forms,...
  • 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...
  • 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.
  • 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...
  • Content Conversions Inc

    Content Conversions Inc. is a full-service document management company dedicated to automating processes and improving business flows through the conversion of paper to digital format, electronic filing, network services, forms design, dry storage, online file retrieval and document shredding.
  • Computershare Communication Services

    Financial administration.
  • CompuScan Imaging Solutions

    UBiQuati is comprised of our base product UBiQuati and UB MScan and is a complete EDMS solution. UB with its options provide active and archival document solutions for any small and large enterprise entities.
  • Compupacific International

    CompuPacific offers a wide range of high-quality BPO services, such as Data capture, On-line search, Imaging, Electronic content management, etc.; to varied industries including marketing, healthcare, banking & finance, government, publishing and many more.