Cabinet Document Management Solutions, a leading provider of electronic document management software and workflow solutions for financial services firms and other businesses, has been selected for inclusion in the LPL Financial Vendor Affinity Program.
The LPL program offers a centralized repository of approved vendors who have agreed to provide products and services to LPL advisors at discounted prices.
“For financial advisors, broker-dealers and independent agents, documents are everything,” said Andrew Bailey, president of Cabinet. “They need instant, secure access to information any time, anywhere, on any device. They need to be able to share highly sensitive information with clients and colleagues without the security risks of email, the hassle of the mail or the expense of couriers. And they need the flexibility to deploy staff on value-add activities by automating manual business processes. Cabinet SAFE document management software allows for all of this – and much more. We already work with a number of LPL advisors across North America, and look forward to helping even more grow and thrive.”
Cabinet’s core cloud-based document management solution, SAFE CLOUD, is tailored to the needs of each and every client. An enterprise-class solution available to financial services firms and businesses of all sizes, SAFE CLOUD streamlines workflows, automates manual business processes and makes critical information available securely, 24/7, on desktops, laptops, tablets and smartphones.
“We recognize that technology is a major contributor to creating increased efficiency and driving greater productivity in our clients’ businesses,” said Victor Fetter, LPL Financial managing director and chief information officer. “Being able to connect LPL clients with leading technology solution providers adds a new dimension to the level of service and support we can provide to clients to help them manage and grow their businesses.”
LPL Financial is the nation’s largest independent broker-dealer, a custodian for registered investment advisors, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA).
About Cabinet Document Management
Cabinet’s affordable document management software suite allows organizations to enjoy the efficiency and security benefits of a paperless office. Located in the technology hub of Huntsville, Ala. – home of NASA’s Marshall Space Flight Center – Cabinet specializes in industry-specific configurations designed to help businesses quickly achieve paperless solutions that scale with business growth and deliver bottom-line savings. Every business has the right to go paperless. With Cabinet, yours can. Learn more at www.cabinetpaperless.com or on Twitter at @cabinetSAFE. You can also subscribe to the company’s YouTube channel here.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and currently serves $462 billion in advisory and brokerage assets. LPL is one of the fastest growing RIA custodians and is the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2015).
The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life’s aspirations into financial realities. Advisors associated with LPL also service an estimated 40,000 retirement plans with an estimated $115 billion in retirement plan assets, as of September 30, 2015. LPL also supports approximately 4,300 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,413 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
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