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Document Management For Financial Services, and Client Portal Software

Virtual Cabinet is ideal document management software for Financial Advisors and Institutions, including Banking, 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 39k+ Businesses And Professionals

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 (eg cover letters and stored templates), to pack 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.

Productivity Reports

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.

Standardise Filing

Organise all your information from client documents to internal records in one simple, standardised format.

PM System Integration

Integrate with all major Practice Management solutions. Reduce administration for setting up new clients, and avoid data duplication.

Privacy And Compliance

The UK, Australia, USA & NZ are all passing new privacy and data protection legislation such as GDPR. We help you stay compliant.

Popular Features That Will Change Your Life

Our Document Management and Client Portal software has helped over 39,000+ businesses & professionals
Automatic Filing
Email attachments, Practice Management System files, prints and scans are all automatically filed and stored away for you. Goodbye admin.
Data Protection
GDPR and other privacy legislation is coming. Get audit trails, bank-level encryption, control access privileges & more. Secure your client data.
Faster Approvals
Let clients sign tax documents and declarations with digital signatures. No more emailing and printing PDF’s. Watch your turnaround time improve.
Optimise Workflows
Your firm is only as productive as its processes. Streamline, automate and optimise your workflows. Generate real-time team reports you can action.
Client Portal
A branded Client Portal to send large files & secure communication, with seamless integration back to your Document Management Software.
Team Collaboration
Easily distribute files to Private or Group firm 'in-tray’s'. Access a work-in-progress area for documents to maintain version control.
Performance Reporting
Audit logs, intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports and more!
Integrations
Powerful Microsoft Office add-ins (Outlook, Word, Powerpoint etc). Data integrity with your CRM, Client Portal and Accounting Software.
Data Searching
Find a client’s full job history in a few clicks, company-wide - an enormous time saver. Optical Character Recognition for internal file searches.
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Case Studies From Financial Professionals We've Helped

Evolve Financial Planning
Personnel typically save six weeks per year.
Read Case Study >
High quality financial and investment advice
Mark Robinson
Financial Planner
“It couldn’t have gone any better. It’s all perfect.”
Read Case Study >
A professional financial services firm
Susan Allen
Head of Platform Service Team
"We can now readily locate all of a client’s documents."
Read Case Study >
Investment firm with £6 billion under management
More Case Studies 

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