External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Document management and storage platform for organizing, securing, and retrieving client files.
Description
eFileCabinet, now operating as Revver, provides document management and workflow automation that helps financial firms store, organize, and securely retrieve client documents with version control and access permissions.
Integrations
eFileCabinet has 3 integrations in our directory
Search below to find what you're looking for
- AdvisorEngine CRM Level 3
- Salesforce Level 3
- SiGNiX Level 2
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification
Public APIs
Yes - Our APIs allow other developers to 'GET' information from our application.
API authentication
None
Data refreshed live via API
No
Developer portal exists
No
Developer sandbox URL
No
