Why does HD Vest recommend eFileCabinet?
A Central Location For All Your Documents
Never lose a document again. Intelligent organization means that all of your documents are at your fingertips.
- Full-text search
- Folder templates and pre-defined file names
- Portfolios for your most used documents
- Up to 5 TB of storage included, additional space available
A System Where Documents File Themselves
Reimagine your workday into one where you don’t have to walk back and forth between your desk and the filing cabinet.
- Automated workflows
- Zonal OCR for automated filing
- Instant file retrieval
A Secure File-Sharing Platform
Connect and share without compromise thanks to a convenient, yet secured sharing function. Customizable with plenty of safeguards.
- Bank-level encryption
- Two-factor authentication and password complexity
- Role-based permissions
- Set IP/location-based authentication
eFileCabinet Inc is listed in the FINRA Compliance Vendor Directory.
HD Vest Exclusive Discount
We’re confident you’ll be impressed with what Rubex can do and see the potential it has for your business. So much so that we’re ready to offer user licenses for Rubex at a discounted rate of 20 percent off. Speak with our representatives at booth #333 to receive a live demo and ask about the discount.
eFileCabinet has saved me both money and time. 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.
HD Vest Advisor
eFileCabinet has allowed our firm to increase 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 exceed our expectations. I would recommend it to all HD Vest advisors or any business looking to become more efficient and productive.
McDaniel Wealth Management