CNG’s Shared Access Filing Environment (CNG-SAFE) is an electronic filing system that is ideal for financial advisors, broker-dealers, and independent agents. CNG-SAFE is structured to handle all the documents used in your office, whether they are scanned from paper or created electronically. With CNG-SAFE you can dramatically improve both your filing and retrieval efficiency which provides greater productivity for you and your staff.
Ease of use
While everyone will tell you their product is user friendly, we have hundreds of customers who will attest to this fact. Users tell us that our software is not only easy to understand and use, it is quickly adopted by even those who lack previous computer experience. Cabinet NG transforms manual filing processes into a digital filing environment that is easily adaptable across your operation.
Compliance
A key concern of any financial services business is meeting compliance mandates. With CNG, you have the tools you need to control access, enforce document retention policies and audit file activity. Storing your files electronically ensures all your files are protected in the event of a disaster, while quick and easy retrieval speeds the regulatory audit process.
CNG-SAFE:
- Meets SEC Rule 17a-4(f) requirements for the creation and preservation of security transactions
- Facilitates back-up to non-erasable WORM (Write Once, Read Many) format
- Enables the ready retrieval of records for inspection by regulatory agencies
- Organizes and indexes all records through system templates. (For example: document name, folder name, date, or can just as easily be configured to use social security number, tax identification, account number, client name, etc.)
- Permits backup of all records to separate disk or other media for off-site storage
CNG-SAFE works with your existing systems
Our electronic filing solution supports the native document format of your existing applications, consolidating data into one organized and secure networked accessible system. In addition to basic filing, storage and retrieval, Cabinet NG provides enhanced functionality with office applications such as:
CNG solutions work with in-house and custom applications
Our professional services team can supply additional integration with specialty software programs to enhance functionality for your environment and deliver custom utilities to speed the deployment of document management within your organization. Our team can deliver utilities and custom programs to synchronize customer records, link documents with existing data, and process/workflow analysis to address the specific needs of your office environment.
Security that Scales
If you are a two-person office, security is likely not a concern; however, if you are growing, you will need a solution that can scale and control access to sensitive data. CNG provides a platform that can grow with your business and extend across your entire operation. Many companies start in accounting and find increasing benefits as the company extends the technology into management, sales, human resources and customer service.
A decision you can live with
We have provided document management solutions to the industry since 1992. We guarantee your success and will help you every step of the way. When you call us, a person answers the phone and directs your call. Our experts will assist you through the process of planning, installation, and training for your team, as well as on-going phone and internet support.
Your financial office will save time and be more efficient:
- Reduce new client setup time by creating standard forms in the system
- Find client records within seconds
- Electronically route files and documents for further action
- Track where files are, when they were accessed and by whom
- Enforce security by guarding access to private files
- Transmit records to the home office electronically (when accepted)
- Easily back up your files to protect your records from catastrophic events.
Call us today at 1-800-621-6501 to find out more about what Cabinet NG’s document management solution can do for financial advisors and institutions.
Reviews / Articles
Working the Flow 
Kahn, Litwin, Renza and Co offers a wide range of services covering general accounting and audit work, tax preparation and planning, business valuations, estate planning, executive recruitment, forensic accounting, and strategic planning.
WebCPA, Paul Demery
Cabinet NG 
For Client-Centered Professionals Who Want to Cut paperwork, Overhead and Wasted Hours ...
Virtual Office News, by Joel Bruckenstein
Digitally Manage Paper Documents, Be More Productive
The power of Cabinet NG is that its not all about simply STORING documents but managing them.
Smallbiztechnology.com, Ramon Ray
Paperless Solutions Automates The Banker's Bank
About 230 Oklahoma community banks will now be served by advanced paperless technology.
Durocher's OKC Business NewsWire
Our clients include:
- AIGFA
- American General
- FSC
- H.Beck
- Sentra
- Transamerica
- American Express
- Mutual Service Corporation
- Royal Alliance
- Raymond James
AIG Financial Advisors, Inc
CNG-SAFE adds value to AIG affiliates by electronically mimicking business processes and workflows already in place.
JFS Wealth Advisors
The 24 employee firm wanted to go paperless in order to gain efficiencies, cut down on paper use, filing and storage throughout the firm.
Private
Consulting Group
Cabinet NG solution aids compliance process while improving customer service by creating a company-wide document workflow for financial services firm with branch offices across the country.
