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Rubex by eFileCabinet from Efilecabinet
Cloud-based document management system with automated workflows, secure file sharing, role-based permissions, and compliance features. Includes tools specifically designed for financial services firms such as SEC/FINRA compliance features and client portal access.
Product analysis by function
Document Management Systems for Client Services
Solutions for securely storing, retrieving, and managing client documents, contracts, and account paperwork with appropriate access controls.
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