DocuXplorer

Company Info

Company Name:
Data Last Updated:
  • November 23, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (888) 246-9696
Year Founded
  • 1997
Number of Employees:
  • 20

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 100

DOC MNGMT Features

Ability to Edit Documents in System:
Synchronizes With Email:
  • Outlook
Phone Access:
Client Portals:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:
Other Security Enhancements:
  • None

DocuXplorer® is an industry leading state-of-the-art document management software application designed for organizations of all sizes.

DocuXplorer® is an industry leading state-of-the-art document management software application designed for organizations of all sizes. It is designed to secure and manage the lifecycle of documents, records, images, email, faxes or any other paper or electronic files you may have.

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