Document Management System, Cabinet NG, Integrates With AdvisorVault, Automating Secure Client Communications For Advisors

Wednesday, June 22, 2011 10:01
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Document Management System, Cabinet NG, Integrates With AdvisorVault, Automating Secure Client Communications For Advisors

Tags: client communications | document management systems | Integrations | productivity

Cabinet NG, a leading document management system for financial advisors, has integrated with AdvisorVault, streamlining a financial advisor’s work and improving client service.

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Cabinet NG has developed an interface to allow its users to automatically synch specified folders in its document management software to AdvisorVault, a secure platform for advisors to share documents with clients and allied professionals.

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