Integrating Your Document Management System With Your Client Portal

Integrating Your Document Management System With Your Client Portal
Jon Clark
06/23/11 4 PM EST Program Id: 275893777
3.1
Average Attendee Rating
Poor Average Excellent

Advisors can now integrate document management with a client portal, improving client service and productivity. 

 
Cabinet NG, a leading document management system (DMS), is now integrated with AdvisorVault, a secure system for sharing documents with clients. 
 
At this webinar, you learn how the integration enables advisors to:  
  • Sync a client’s DMS folder with the client’s portal 
  • Automate filing brokerage statements and push them to a client’s portal
  • Set up your DMS for the first time 
  • Use Cabinet NG to go paperless 
Guest speaker Jon Clark of Cabinet NG is the author of Cabinet NG’s “Guide to Going Paperless” and consults to advisors transitioning to paperless operation. Cabinet NG provides document management systems to companies in financial services, insurance, accounting, legal and healthcare. Hundreds of advisors use CNG-SAFE, software that runs on local networks, as well as CNG-Online, a hosted document management system. CNG systems are approved for use by many of the nation’s largest broker/dealers.

User reviews

17 reviews

 
(3)
 
(11)
 
(3)
2 stars
 
(0)
1 star
 
(0)
3.1
Average Attendee Rating
Poor Average Excellent
Already have an account? or Create an account
View all reviews View most helpful
(Updated: June 22, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Great, would like to get info on how this would integrate with what I am already using.

Was this review helpful to you? 
(Updated: June 22, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

-

Was this review helpful to you? 
(Updated: June 22, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

-

Was this review helpful to you? 
(Updated: June 22, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

-

Was this review helpful to you? 
(Updated: June 22, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

-

Was this review helpful to you? 
View all user reviews