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INTEGRATION RELATIONSHIPS

Cabinet NG

Cabinet NG's Shared Access Filing Environment (CNG-SAFE) document management system is ideal for financial advisors and broker-dealers. Using CNG-SAFE, Advisors can implement a paperless office with complete rights and management, rules-based document retention and built-in audit capabilities. Cabinet NG's Retriever and Synchronizer integration technology enables users to securely access filed documents directly from most Windows-based CRM, Financial Planning, and other business software. CNG-SAFE is affordable and scaleable for offices having 2 to 500 users.

We "play well" with these other software programs . . .

 

 



CRM / OFFICE MANAGEMENT
INTEGRATIONS
Integration
Integration

OTHER ADVISOR SERVICES
INTEGRATIONS
Integration




 



OTHER ADVISOR SERVICES
ACT!
Amicus Attorney
Arai 8.1
Everest
NextGen EMR
Microsoft Access
Microsoft Outlook
Peachtree Accounting
PSICapture
SAGE MAS 90
Qube
WinCollect