Products in the Wall Street & Technology Online Buyer's Guide
To guide your clients toward their ultimate financial goals, you need a complete picture of their assets. Albridge Data Aggregation, powered by CashEdge, affords a 360-degree view of each client's entire portfolio, including held-away banking, brokerage, trust, 401(k) and pension assets. Armed... Read more »
By Broadridge Financial Solutions, Inc.
The data archival solutions from Broadridge put correspondence in your clients’ reach quickly and securely, while streamlining the exchange, archiving, and retrieval of documents in any format. Imaging & Workflow Solutions are among several automated Broadridge services that offer a time saving... Read more »
At the heart of all reporting is the underlying data. Ensuring data integrity, accuracy, and governance exist and that proper controlled processes for loading and reporting are in place are absolutely essential for accurate and timely reporting. STP utilizes Eagle PACE, a state of the art... Read more »
By Eagle Investment Systems LLC
Eagle's Enterprise Data Management platform empowers you to centralize and efficiently manage your firm’s complex investment assets. With Eagle’s single, consolidated, enterprise view of all assets, you can gain actionable insights, make data-driven decisions and can meet the business challenges... Read more »
GRM’s extensive portfolio of integrated data protection and offsite backup services archives and protects the critical information that is the life blood of every business. From high security vaults to 24/7 disaster recovery support, we are dedicated to the preservation of your sensitive... Read more »
By Safend
Safend’s Data Protection Suite guards organizations against corporate data loss and theft while ensuring compliance with HIPAA, PCI, SOX, BASEL II and other regulatory data security and privacy standards. The Safend Suite protects corporate IP, trade secrets, personally identifiable customer and... Read more »
Our data services help ensure you are communicating with the right clients and prospects in a cost-effective manner, while optimizing resources. Our data services help ensure that you are communicating with the right clients and prospects in a cost-effective manner, while optimizing resources.... Read more »
EcoServer, FlashNAS and v-IP SAN Storage Servers and Appliances add valuable storage services and functionality to FlashDisk and EcoRAID disk arrays. EcoServer is a high performance, quad-core Intel Xeon server companion product to FlashDisk and EcoRAID for those who want to have a single... Read more »
Comprehensive Database and Data Management Services: ORACLE 1. Platform - MS Server 2003, MS Server 2008, Unix, Linux, HP-UX, Solaris, AIX 2. Versions - 8i. 9i, 10g, 11g 3. Database Administration, performance tuning 4. SQL, PL/SQL 5. RAC, Data Guard 6. Backup and... Read more »
STP offers comprehensive administration, development, consulting, and project services in Oracle and SQL Server: ORACLE 1. Platform - MS Server 2003, MS Server 2008, Unix, Linux, HP-UX, Solaris, AIX 2. Versions - 8i. 9i, 10g, 11g 3. Database Administration, performance tuning 4. SQL,... Read more »
Our Financial Services Industry database is the only one of its kind, providing a single view of extensive information on all broker-dealer (BD) and investment advisory (RIA) firms, 2,400 trust companies and over 640,000 professionals. We have spent over ten years refining our data collection... Read more »
Derivix is an all-in-one solution for pricing, real-time analytics, portfolio risk management, and multi-broker electronic execution for equities and derivatives markets. Its modular architecture can be implemented on both buy-side and sell-side desks to satisfy the most sophisticated workflow... Read more »
Iron Mountain’s full complement of digital archiving, email archiving and image archiving services includes solutions for email management and inactive file storage that greatly improve your control and management abilities while allowing you to avoid tying up capital. You also get the benefit... Read more »
Whether your goal is to go paperless or convert just a portion of your documents, transitioning from paper to a Digital Document Management program is a complex process. GRM has converted, hosted and managed literally millions of documents. We can support your migration and manage the entire... Read more »
By Crossmatch (part of HID Global)
DigitalPersona Pro is an security software suite that centrally manages Single Sign-on, Fingerprint biometric access, disk encryption,two-factor VPN logon and more. We offer multiple authentication options including any combination of facial recognition, proximity cards, fingerprint readers,... Read more »
By Crossmatch (part of HID Global)
DigitalPersona fingerprint biometrics help stop fraud, speed workflow, simplify compliance and reduce IT costs. Our biometric readers are trusted by over 100 million users worldwide in areas like retail/point of sale, civil ID, healthcare, law enforcement and financial industries. With... Read more »
By CAPS
CAPS facilities host both systems and personnel during a disaster. Our infrastructure is comprised of CRAC, UPS and generators. All workstation have desktop PC's, telephones and are backup by generator. Numerous clients are running live production from our data center with many telecom carriers... Read more »
Discovery Attender is a software tool designed to automate the search and collection of electronically stored information (ESI) across a variety of platforms. This cost-effective solution empowers in-house talent to efficiently identify and gather responsive information in a timely, defensible... Read more »
By activePDF
activePDF® DocConverter™ is a powerful document conversion tool, offering support for nearly 300 file types. Extend conversion capabilities across the enterprise, manage processes from a single location, centralize output settings without third party software installation. Integrate document... Read more »
The real benefits of an ECM system occur with the ability to locate, retrieve, and process your documents immediately and securely, regardless of your location. Our secure Web-based system provides access to your information whenever—and in whatever form—you want it. DocFinity offers multiple... Read more »
The DocFinity BPM/Workflow module makes it easy to use and configure a workflow. All of its features — from process modeling and design to job processing — can be accessed through a standard Web browser. With just a little training on the software and a well-thought-out process, anyone can build... Read more »
DocFinity software offers several methods of importing documents into the DocFinity ECM repository that make capture painless and hassle-free. • Scanning—Used for backfile conversion and capturing paper as it enters your organization. There are no scanning station charges and there is no volume... Read more »
DocFinity eForms offers significant enhancements over previous forms products. Like all products, features, and functionality in the DocFinity suite, eForms can be configured, administered, supported, and used within a single web-based interface, streamlining administration for IT administrators... Read more »
DocFinity offers easy integration with your line-of-business applications, back-office system, website, portal, office environment, etc. Business benefits: • Image enablement. This makes information available at people’s fingertips by integrating documents with line-of-business applications.... Read more »
Retention, disposition, long-term storage, and disaster recovery are critical considerations in document management. At any point in time, you may be required to produce documents on demand by an auditor, lawyer, customer, or other interested party. DocFinity lets you automate your records... Read more »
Ease of use is as predominant in the back end of DocFinity as it is in the front end. DocFinity streamlines system administration with a single web interface for all configuration and management. This allows system administrators to: • Handle complete system administration from any location.... Read more »
DocFinity Versioning tracks changes to documents, including changes to files, metadata, and markup. It depicts the history and evolution of a document, and allows users to revert a document to a previous version. Benefits: • Tracks and stores changes for a richer audit trail • Displays the... Read more »
By Digital Era Banking Services
Docu-Find from Digital Era Banking Services is a report archiving and retrieval/document management software solution offering financial institutions and data centers a range of capabilities for storing and retrieving their core processing reports and other documents. Reports/documents are... Read more »
Automate your loan processing, customer onboarding and check capture. Achieve high levels of "touchless automation" with Parascript software. It rapidly processes large PDFs containing hundreds of discrete documents, which are automatically separated and processed independently. Enable... Read more »
When you're ready to begin your paperless journey, S4i Systems is ready to help with an electronic document management solution that can scale to accommodate the needs of businesses small and large. We begin with a brief telephone consultation and then depending upon the scope of your project... Read more »
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 manually in... Read more »
FileHold document management software delivers essential document, record and workflow management capabilities, including: Document & records management for both short- and long-term working and archived documents, and advanced record retention and disposition policies for both electronic and... Read more »
ImageSoft is a supplier of leading document management software and hardware, and also builds products to fill the voids that out-of-box solutions cannot address. ImageSoft offers a variety of document management tools to simplify and improve processes across business and government enterprises,... Read more »
By Broadridge Financial Solutions, Inc.
Document management solutions from Broadridge put correspondence in your clients’ reach quickly and securely, while streamlining the exchange, archiving and retrieval of documents in any format. Solutions include: PostEdge, Electronic Prospectus and On-Demand Printing. Read more »
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... Read more »
By DocVentive
DocVentive offers a broad range of document management/enterprise content management (ECM) services, including: Documaker; Documaker Desktop (PPS); Documaker Interactive; Documerge Conversion; Calligo/IStream Upgrade; Calligo/IStream Conversion; Archive/Migration Services; Form Services;... Read more »
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 services.... Read more »
GRM Document Management is at the forefront of the Information and Records Management industry. We are famous for our end-to-end storage and cutting-edge Information Management Solutions, but it’s our brick-and-mortar services that function as the foundation for our business. GRM safely stores... Read more »
By docuware.com
Ready to set the new pace for business? Accelerate information flow and level up your productivity Forget about the tedious, manual, repetitive tasks that prevent your staff from working on what matters. Digitize and automate your workflow to unleash sharp decision-making and optimal use of... Read more »
By RenPSG
Deliver enhanced philanthropic support to your HNW, family office and private foundation clients with the adoption of Crown's outsourced DonorFirst technology and administrative services. The state-of-the-art Web application provides shareholders/clients/donors with advanced support for... Read more »
By Devexperts
DXtrade is an off the shelf trading solution for Forex and CFD brokers with robust risk management and back office applications. Its flexibility in settings allows brokers to achieve their ideal setup in both their trading platform front ends and brokerage operations. DXtrade has been designed... Read more »
