Document Management and Workflows

Document Management and Workflows is a customizable and SEC 17a-4- compliant storage solution; helping you become more operationally efficient and is scalable for any size office.

• View, scan, retrieve and approve documents.
• Save your firm days in processing time and help to reduce Not in Good Order (NIGO) business.
• Reduce storage and filing costs while ensuring document storage and audit compliance.
• Automatically initiate appropriate workflows and eliminate the flow of paper with eSignature integration.

Albridge Solutions, Inc. is a technology provider and affiliate of Pershing LLC