Say goodbye to long hours of admin work. With Virtual Cabinet all your emails and documents are automatically filed and stored within one central location.
Acquiring legally binding signatures from clients for pension schemes and investment funds could not be simpler. With our secure electronic signature portal you can send and receive important documents fast, without the need for printing and postage.
We can help you comply with strict data protection laws and regulations by securely organising and storing business documents. Audit and access control features ensure the prevention of any data breaches.
From instant creation of associated documents (e.g. cover letters and stored templates), to job finalisation via team workflows and Pension document automation
The whole team has eyes on client conversations and documents, not just one-to-one emails. You can work with multiple levels of pension document automation to suit your needs.
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.
Report on how many tasks and unfiled documents each of your team members has. Find bottlenecks and improve workflow.
Be aware of any outstanding tasks sent by clients, and monitor if clients have opened or actioned documents you've sent in return.
Struggling to find files with your current 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.
Organise all your information - from client documents to internal records -in one simple, standardised format with document automation.
Integrate with leading CRM software. Reduce administration for setting up new clients, and avoid data duplication.
The UK, AUS, USA and NZ have strict privacy and data protection legislation in force, such as GDPR. With our document management solution, we help you stay compliant.