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Secure Portal & Document Management for Finance Teams

Virtual Cabinet is the ideal document management software for those in the financial sector. Find out how we can help streamline your business today.

How Virtual Cabinet Financial Services Document Management can help:

"Virtual Cabinet is an affordable, easy to use, highly effective document management system."

- Antony Williams, Financial Planner, Evolve

Virtual Cabinet Benefits:

  • Optimizes your information workflow.
  • Streamlines business processes.
  • Provides detailed reporting for identifying bottlenecks.
  • Significantly reduces administration, allowing your team to focus on adding value to your business.

Secure Client Portal:

  • Integrated software for secure information sharing with clients.
  • Tracks whether tasks have been viewed or actioned.

Virtual Cabinet for Financial Document Management:

  • Helped thousands of businesses like yours deliver results.
  • Offers an instant return on investment in both time and money
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Automate Document Workflows

From instant creation of associated documents (e.g. cover letters and stored templates), to job finalisation via team workflows and financial document automation.

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Email Capture & Filing

The whole team has eyes on client conversations and documents, not just one-to-one emails. You can work with multiple levels of financial document automation to suit your needs.

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In trays & Document Distribution

Assign work to individual staff members as it enters the business - all managed in one place. No more chaotic email document circulation and faster turnaround times.

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Productivity Reports

Report on how many tasks and unfiled documents each of your team members has. Find bottlenecks and improve workflow.

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Visibility On The Client End

Be aware of any outstanding tasks sent by clients, and monitor if clients have opened or actioned documents you've sent in return.

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Optical Character Recognition

Struggling to find files with your current financial document management system? With Virtual Cabinet, you can find documents using the text within them, rather than having to know the exact file name or location.

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Standardise Filing

Organise all your information - from client documents to internal records -in one simple, standardised format with financial document automation.

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CRM Software Integration

Integrate with leading CRM software. Reduce administration for setting up new clients, and avoid data duplication.

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Privacy & Compliance

The UK, AUS, USA and NZ have strict privacy and data protection legislation in force, such as GDPR. With our financial services document management, we help you stay compliant.

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