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Document Management Systems for Wealth Management
Secure platforms for storing, organizing, and retrieving client financial documents, legal agreements, account applications, and compliance records with version control and audit trails.
Other Wealth Management
Document generation, template management, automated workflows, contract management, e-signature capabilities, and compliance tracking for financial services organizations.
An integrated document management system that allows wealth managers and financial advisors to manage client documents, share files securely with clients, and automate document-related workflows.
Evergreen Document Organizer
By: Evergreen Trading
https://www.evergreentrading.com/document-organizer
By: Evergreen Trading
https://www.evergreentrading.com/document-organizer
Offers automated document capture, indexing, secure storage, compliance tracking, and advanced search functionalities integrated within wealth management workflows.
Comprehensive platform for secure document sharing, electronic signatures, version control, and auditing capabilities tailored for financial advisors.
Fusion Document Management
By: Finastra
https://www.finastra.com/solutions/retail-banking/fusion-document-management
By: Finastra
https://www.finastra.com/solutions/retail-banking/fusion-document-management
Fusion Document Management streamlines the capture, storage, retrieval, and distribution of financial documents. Features include secure digital storage, workflow automation for document approval, regulatory compliance support, customizable access controls, and integration with wealth management applications.
FIS Document Management
By: FIS Global
https://www.fisglobal.com/en/solutions/wealth-and-retirement/wealth-management-platforms
By: FIS Global
https://www.fisglobal.com/en/solutions/wealth-and-retirement/wealth-management-platforms
FIS Document Management is tailored for financial institutions and wealth managers to securely capture, manage, and distribute client documents. Key features include digital imaging, e-signature capability, compliance archiving, audit trails, and integration with client and account management systems.
Docupace Platform delivers electronic document management, secure storage, digital forms processing, advanced workflow automation, SEC/FINRA regulatory compliance, advisor-client portal, and seamless integration with leading CRMs and custodians in wealth management.
Enterprise content management platform for secure digital document storage, retrieval, and archival. Features include workflow automation, regulatory retention policies, role-based access, audit logging, e-signature, and easy integration with financial advisory platforms.
AI-powered document management for financial advisors and wealth managers. Delivers metadata-driven document classification, secure storage, version and access control, automated workflows, and support for FINRA, SEC, and GDPR compliance.
Tamarac Document Management
By: Tamarac (Envestnet)
https://www.tamaracinc.com/our-solutions/tamarac-document-management
By: Tamarac (Envestnet)
https://www.tamaracinc.com/our-solutions/tamarac-document-management
Centralized, secure document storage and management for client documents, statements, and reports. Integrated with the Tamarac Advisor platform, includes permission-based client access and regulatory compliant retention and audit trails.
DocuSign Agreement Cloud for Wealth Management
By: Docusign
https://www.docusign.com/solutions/industries/financial-services/wealth-management
By: Docusign
https://www.docusign.com/solutions/industries/financial-services/wealth-management
End-to-end digital document management platform with electronic signatures, centralized agreement storage, workflow automation, and compliance tools designed for wealth management advisory processes including account opening and financial planning.
Document management system designed specifically for financial advisors, integrated with Redtail CRM, offering secure document storage, categorization, search capabilities, compliance features, and client portal access.
Document automation system specializing in financial forms management, providing pre-filled forms, e-signature integration, document storage, version tracking, and compliance features for wealth management firms.
FileVision Enterprise Content Management
By: FileVision
https://www.filevision.com/solutions/financial-services/
By: FileVision
https://www.filevision.com/solutions/financial-services/
Document management system with advanced workflow automation, audit trails, version control, retention management, and compliance tracking designed for wealth management firms to manage client documentation.
Comprehensive portfolio management with data aggregation across all asset classes, custom reporting, risk analytics, and client portal capabilities. Provides real-time portfolio visibility, performance tracking, and sophisticated investment analytics.
Cloud content management platform with bank-grade security features, workflow automation, e-signature integration, retention policies, and collaboration tools. Enables secure document sharing with clients and integration with core banking systems while maintaining compliance with banking regulations.
Nintex Platform for Financial Services
By: Nintex
https://www.nintex.com/industries/financial-services/
By: Nintex
https://www.nintex.com/industries/financial-services/
Process automation and document management platform featuring electronic forms, workflow automation, document generation, and electronic signatures. Specialized capabilities for fund operations include NAV approval workflows, investor document processing, and compliance documentation.