Docs2ManageCOMvantage
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NüWorkflowOpulos Financial Software
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Related Products
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About
Document management system that helps store documents, track activities and more. Store documents into a compressed format to save as much as 90% less disk space. Control and track who and when your documents are accessed. Unique capability to input large volumes of documents at one time. Multi-level search helps you find your documents faster. The security in Docs2Manage has been enhanced to audit and track each user who has access. By supporting multiple departments in a single database, Docs2Manage allows each user or defined department to customize the data fields and user rights/roles to each department to prevent information breaches to unauthorized users. Docs2Manage also supports document locking to prevent others from editing certain documents and provide added security. The repository mode provides for high-speed scanning of unorganized documents, which can later be organized and categorized to increase workflow speed.
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About
NüWorkflow was born out of the needs encountered while working at an investment firm. The solutions to those needs touch all departments: IT, administration, client service and research. NüWorkflow has features that each department will find useful. For the IT department, features such as creating workflows, managing database connections, and error tracking. For the client service and admin departments, daily reports, automation and quality assurance. For the research department, the ability to re-run certain workflows (setup by IT), via a browser (which means not having to ask someone in the IT department to do it). Automated tasks need to use database connections, FTP servers, calendar & holiday logic, email templates and other inputs. If only a few tasks exist, then it might be manageable. However, as the number of automated tasks grows, it becomes more important to have a system that will manage your company’s automation.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies looking for a powerful Document Management solution
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Audience
Companies looking for a business process automation platform
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCOMvantage
United States
www.docs2manage.com
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Company InformationOpulos Financial Software
Founded: 2013
Canada
www.opulos.com/solutions/nuworkflow/
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Categories |
Categories |
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
No info available.
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Integrations
No info available.
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