Cabinet NG, provider of document management and workflow management software, has created an interface that gives SagePoint Financial's independent advisors the ability to electronically pass documents to the broker-dealer's home office for processing.
By scanning in the documents, they are immediately routed and automatically uploaded into the home office's system for processing.
Cabinet NG's solutions for paperless office are geared to medical, acounting, insurance and legal professionals as well as financial advisors.
The press release issued yesterday by the firm about the SagePoint deal was actually impressive. While most press releases don't contain much detail, his one provded a case study of a SagePoint advisor using the new Cabinet NG interface.
Docupace has been the most talked about web-based document management system among broker/dealers, but I'll keep a closer watch now on Cabinet NG.