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.
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.
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
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Email attachments, Practice Management System files, prints and scans are all automatically filed and stored away for you. Goodbye admin.
and other privacy legislation is coming. Get audit trails, bank-level encryption, control access privileges & more. Secure your client data.
Let clients sign tax documents and declarations with digital 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 & secure communication, with seamless integration back to your Document Management Software.
Easily distribute files to Private or Group firm 'in-tray’s'. Access a work-in-progress area for documents to maintain version control.
Audit logs, intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports and more!
Powerful Microsoft Office add-ins (Outlook, Word, Powerpoint etc). Data integrity with your CRM, Client Portal and Accounting Software.
Find a client’s full job history in a few clicks, company-wide - an enormous time saver. Optical Character Recognition for internal file searches.
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
“It couldn’t have gone any better. It’s all perfect.”Read Case Study >
A professional financial services firm
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
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