Male Finance professional with a beard, wearing a light grey suit with a dark grey tie

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,
Unmatched Features!"
COO, Pitcher Partners
Seven Investment Management,  investment management business - black and white logo

How Virtual Cabinet Helps Financial Services Firms and Professionals:

5 purple to pink gradient stars in a row

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.

More Popular Features That Will Change Your Life

Our Document Management and Client Portal software has helped over 45,000+ businesses & professionals
Automated workflow - blue icon
Automate Document Workflows

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

Data and document security and protection
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.

Positive communication, chat feature - blue icon
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.

3 team members collaborating - icon
Optical Character Recognition

Find documents using the text within them, rather than having to know the exact file name or location.

Reporting screen - blue icon
Standardise Filing

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

Multiple Integrations - icon
CRM Software Integration

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

Office business buildings with magnifying glass
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.

Get A Free Demo

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."
George Taylor, Practice Manager - Candor, Galway based Chartered Accountants
5 purple to pink gradient stars in a row
George Taylor
Practice Manager
“The emails I receive on cases can now automatically be filed to the correct client with Email Capture. This is a huge time saver!"
Sam Bailey, Partner - Richard J Smith, Specialist Insolvency Practitioners And Chartered Accountants
5 purple to pink gradient stars in a row
Sam Bailey
Partner
“Being able to basically ‘google for a document’ is amazing – efficiency, pure and simple. I love it, and my team love it.”
Dan Heelan, Business Services Manager - Heelan Associates, Hampshire based family accounting firm
5 purple to pink gradient stars in a row
Dan Heelan
Business Services Manager
“Easy to use, unmatched features!”
Tanya Whidborne, COO - Pitcher Partners
5 purple to pink gradient stars in a row
Tanya Whidborne
COO
“Virtual Cabinet is simple and effective and it meets the needs of our business.”
Sara Bremner, PA to Marc Voulters and Richard Gilbert - SRLV Accountants, Chartered Accountants and Business Advisors
5 purple to pink gradient stars in a row
Sara Bremner
PA to Marc Voulters and Richard Gilbert
“Virtual Cabinet has been an integral part of our transformation.”
Paul Miller, Managing Director - Cornish Accounting Solutions, Cornwall based accounting firm
5 purple to pink gradient stars in a row
Paul Miller
Managing Director
More Customer Stories

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
Dave
Available
Kat
Available
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.