Document Management For Financial Services and Client Portal Software
Virtual Cabinet is ideal document management software for Financial Advisors and Institutions, including Wealth and Investment Management, Financial Planning and Mortgage Broking Firms. Virtual Cabinet controls your documents, secures your communication, increases your productivity, and radically speed ups business workflows.
Used & Loved By 45,000+ Businesses And Professionals
"Easy To Use,
COO, Pitcher Partners
How Virtual Cabinet Helps Financial
Services Firms and Professionals:
Virtual Cabinet optimises your information workflow. It streamlines your business processes, with detailed reporting to help you identify bottlenecks. Administration is significantly reduced, so your team can focus on value-adding.
Our integrated secure Client Portal software allows you to securely share information with your clients, and track whether they've been viewed or actioned.
If you're looking for financial services document management software then consider Virtual Cabinet. We've helped thousands of businesses like yours deliver results, and get an instant return on investment, both in time and money.
Automate Document Workflows
From instant creation of associated documents (e.g. cover letters and stored templates), to job finalisation via team workflow automation.
Email Capture & Filing
The whole team can see client conversations and documents, not just one-to-one emails. Many levels of automation to suit your needs.
Intray’s And Document Distribution
Assign work to individual staff members as it enters the business in one place. No more chaotic email document circulation.
Report on how many how many tasks and unfiled documents each of your team members has. Find bottlenecks & improve workflow.
Visibility On The Client End
Easily see any outstanding tasks sent by clients, and monitor if clients have opened or actioned documents you've sent in return.
Optical Character Recognition
Find documents using the text within them, rather than having to know the exact file name or location.
Organise all your information from client documents to internal records in one simple, standardised format.
CRM Software Integration
Integrate with leading CRM software. Reduce administration for setting up new clients, and avoid data duplication.
Privacy And Compliance
The UK, Australia, USA & NZ have strict privacy and data protection legislation in force such as GDPR. We help you stay compliant.
More Popular Features That Will Change Your Life
Our Document Management and Client Portal software has helped over 45,000+ businesses & professionals
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Email attachments, CRM System files and scanned documents are all automatically filed
and stored away for you. Goodbye admin.
Comply with GDPR
other strict privacy laws. Get audit trails, encrypted communication, control access privileges and more. Secure your client data.
Let clients sign documents and with electronic signatures
. No more emailing and printing PDF’s. Watch your turnaround time improve.
Your firm is only as productive as its processes. Streamline, automate and optimise your workflows. Generate real-time team reports you can action.
A branded Client Portal
to send large files and secure communication, with seamless integration back to your Document Management Software.
Send documents to private or group Intrays. Set user permissions, access version control and more with content collaboration
Audit logs, Intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports and more!
Powerful Microsoft Office add-ins (Outlook, Word, Excel etc.). Leading integrations
with popular business software.
Retrieve customer data instantly. Use Optical Character Recognition (OCR) and full-text content searching
across multiple file types.
Hear From A Few Of Our 45,000 Customers
"Now we can send a tax return off to a client and get it back from them on the same day within 5 minutes."
“The emails I receive on cases can now automatically be filed to the correct client with Email Capture. This is a huge time saver!"
“Easy to use, unmatched features!”
“Being able to basically ‘google for a document’ is amazing – efficiency, pure and simple. I love it, and my team love it.”
“Virtual Cabinet is simple and effective and it meets the needs of our business.”
Read More >
PA to Marc Voulters and Richard Gilbert
“Virtual Cabinet has been an integral part of our transformation.”
Ask us anything:
Our industry experts are here to answer your questions
For both big and small businesses and firms
We can evaluate your business pain points and provide a custom solution and pricing to match
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co.
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