Document Management Software Firm eFileCabinet Partners With OneAmerica Securities

eFileCabinet, Inc., an electronic document management provider for SMBs, announced the partnership with OneAmerica Securities.

OneAmerica Securities registered representatives can access the Cloud-based version of the eFileCabinet document management solution to increase productivity by accessing and managing online files from any location. Combined with SecureDrawer, the web-based, compliance-ready portal for sending large and confidential data, OneAmerica Securities representatives can manage the safe transfer of critical information to and from any client or corporate office. In addition, with any smart phone or tablet or internet device, any file or document can also be accessed with eFileCabinet Mobile App a free application for iOS or Android.

“We are ultra-focused on helping SMBs, and departments of larger businesses, become more productive and profitable. OneAmerica Securities’s registered representatives always look for more efficiency and better value for their clients with quality response and accurate transactions,” said Matt Peterson, president and CEO, eFileCabinet. “With eFileCabinet Online, the Mobile Apps, and the seamless integration with SecureDrawer, all OneAmerica Securities registered representatives can support their business, their clients and corporate interaction safely, with ease, regardless of location. With SEC and FINRA compliance needs of the industry, the agents also have peace of mind knowing that our software will help manage their regulatory needs through security, audit logs and role-based access.“

eFileCabinet Online users can view, upload, download, capture, and share their documents from any browser, cutting down the expenses of paper-heavy processes. The ability to send secure documents through SecureDrawer enables large file transfers to be safe and efficient. All data is backed up for compliance and DR. Customers of agents can expect a much faster level of communication, accurate documentation of agreements, and improved QoS.

“The eFileCabinet staff has been a great help throughout the process, through the setup to the support of the software. The service from start to finish has been exemplary and their staff is professional, knowledgeable, yet friendly. We would recommend eFileCabinet’s document management solution to any financial services firm that is looking to become more efficient in managing their files and saving money,” said Ray Johns, RW Johns Financial Group.