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 42,000+ 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 (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 42,000+ businesses & professionals
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.
Case Studies From Financial Professionals We've Helped
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
Evolve Financial Planning
Personnel typically save six weeks per year.Read Case Study >
High quality financial and investment advice
“It couldn’t have gone any better. It’s all perfect.”Read Case Study >
A professional financial services firm
Join 42,000+ Other Customers
Stop wasting your time, and delight your clients, with a market-leading solution.