Advisers are finding it increasingly convenient to use secure online portals and storage services as a means for sharing client documents instead of e-mail.
eFileCabinet, Inc., a content management provider (which includes document management), announced availability of version two of its SecureDrawer web-based client portal service. That service is also now fully integrated with the
eFileCabinet v5.0 management system we told you about back in September.
There are several online third-party sites for doing this (
Egnyte Inc. for example) and some third-party application providers including other document management companies, as well as CRM (CRM Software Inc., makers of Junxure, have a product
ClientView Live for example) and financial planning (
eMoney Advisor's document vault that also integrates with Redtail CRM for example) vendors that are also doing so.
Among the new features in this version are improvements to the interface that allow the user to drag and drop files into the portal as well as more control over setting up permissions and user groups.
In addition, users have the ability to add notes to the documents as well as apply document-level password protection and expiration dates.
There is also more in the way of custom branding options, login features and users can now be imported using a CSV file.
There are four different monthly subscription packages that range from $9.99 per month to $595 per month. You can visit
SecureDrawer online to see all the options broken down in a convenient features table. You can also sign up for a 30-day free trial.
Related stories:
Don't overlook eFileCabinet offering
CRM Software updates Junxure and ClientView Live
