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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

FORMS FILLING SOFTWARE
INTEGRATIONS
Integration




 



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