Document management expert partners with leading independent broker/dealer to provide document management services to Advisors.
LEHI, Utah—January 13, 2012
eFileCabinet, Inc., the expert paperless software solution provider, today announced it has partnered with H.D. Vest Financial Services®, the largest tax professional-focused broker/dealer in the U.S. Under the agreement, eFileCabinet is a recommended document management solution for H.D. Vest Advisors.
“eFileCabinet is an ideal solution for our Advisors to be more efficient in their office, supporting both the accounting and financial services facets of their business,” said Vicki Nordskog, Executive Manager of Solutions Management for H.D. Vest Financial Services. “This not only helps them maintain SEC and FINRA regulatory compliance requirements, but will also reduce the amount of time and money we spend on our biannual audits.”
Hundreds of H.D. Vest Advisors are already using eFileCabinet as their document management solution and have found it is a good fit for their offices.
“eFileCabinet has allowed our firm to grow our business through increased productivity and efficiency,” said Tim McDaniel, an H.D. Vest Advisor, of McDaniel Wealth Management in Danville, KY. “Our office employees are big fans as well. It is easy to use, and the return on the investment has exceeded our expectations.”
Along with increasing productivity and efficiency, H.D. Vest Advisors have also seen a savings in regards to time spent searching for files and money spent on office supplies.
“eFileCabinet has saved me both money and time,” said Randy Railey, an H.D. Vest Advisor of Railey Financial in Ft. Wright, KY. “It makes it easy to find paperwork without getting out of my chair. We buy much less paper and we no longer need to make copies of paperwork for our file.”
Matt Peterson, President & CEO of eFileCabinet, saw additional strategic value of the relationship extending to current eFileCabinet customers.
“Our customers will also benefit from this relationship because we can now offer our thousands of accounting users an introduction to H.D Vest, who can help them expand their business to include financial services,” Peterson said.
The special H.D. Vest package from eFileCabinet is now available. H.D. Vest Advisors can contact eFileCabinet at 877-528-5852 to learn more and to purchase.
About eFileCabinet, Inc.
eFileCabinet, Inc. offers a suite of enterprise content management (ECM) products and services that help businesses and individuals work quicker, smarter, and more collaboratively. With more than 10 years in the document management industry, eFileCabinet is the trusted choice for more than 24,000 users worldwide to store, share, and protect their valuable and confidential data. Learn more at www.efilecabinet.com.
About H.D. Vest Financial Services
H.D. Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services, and banking solutions. Approximately 4,800 independent contractors manage over $28 billion in assets for some 1.8 million individuals, families, and small businesses in all 50 states. For more information, visit www.hdvest.com.