HD Vest’s recommended
document management solution

Why does HD Vest recommend eFileCabinet
as your paperless office solution?


Security & Compliance eFileCabinet has passed HD Vest’s rigorous security and compliance audits, and is fully compliant with SEC/FINRA.


Ease of Use eFileCabinet is easy to set up and even easier to learn how to use. In fact, hundreds of HD Vest advisors are already using this program!


Free Mobile Access: With eFileCabinet’s free mobile app, you can store, search, and share client documents from anywhere at any time.

With the time you’ll save using eFileCabinet, you can focus your attention on providing exceptional service for all of your clients

Give us a call at 877-574-5505 to learn more about this software’s remarkable features.

Joseph Hancock

HD Vest Advisor recommends eFileCabinet

“eFileCabinet has allowed our firm to grow our business through increased productivity and efficiency. Our office employees are big fans as well. It is easy to use and the return on the investment has exceeded our expectations. I would recommend it to all HD Vest Advisors or any business looking to become more efficient and productive.”

HD Vest Computer

Document management made easy

eFileCabinet can save you time and make your life easier. You’ll be able to find information quickly, get your office more organized, and develop better relationships with your clients. Give us a call to learn more about all of the incredible features included with your eFileCabinet software.

Discounted Rates for HD Vest Advisors

HD Vest Financial services has negotiated a special rate on eFileCabinet for all their advisors. Take advantage of this special offer by signing up for a free demo to see firsthand how eFileCabinet will simplify your life.

eFileCabinet Online +

Get our cloud-based document management system, combined with our secure portal—store, search, and share any file from anywhere at any time.

eFileCabinet Desktop +

Get our award-winning on-premise software for easy document storage, combined with our cloud-based portal for easy sharing—all fully integrated and compliant.

Per User:

$400 billed annually

Regular Price: $660 per year
(Savings of $260 per year)

$100 implementation fee

eFileCabinet can help you be more by helping you do more.
So what are you waiting for? Contact us to see how you can start being more today!

Are You Ready To Be More?

Call 877-574-5505