I think the Client Portal is invaluable. The process of getting it up and running was very easy.
- Carole Waghorne, Owner, Boolers
Say goodbye to long hours of pension admin work. With Virtual Cabinet pension administration software, all your emails and documents are automatically filed and stored in one central location.
Are you in control of pension administration services? 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. What’s more, any documents that are signed using our eSignatures technology can be checked for tampering by uploading them to our Verify Signed Document checker.
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 – ensuring the security of your pension administration services.
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 secure place. No more chaotic emails back and forth. Jobs get done efficiently with faster turnaround times. Jobs get done efficiently.
Report on how many tasks and unfiled documents each of your team members has. Find bottlenecks and improve workflows with complete visibility.
Be aware of any outstanding tasks sent by clients, and monitor if they have opened or actioned documents you've sent in return.
Struggling to find files with your current document management software? 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. Choose faster recovery and improved collaboration.
Integrate with leading CRM software. Reduce administration work 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 software, we help you stay compliant.