eFileCabinet is the document management solution recommended by Conneqtor

Rubex by eFileCabinet is software that intelligently organizes your files to simply search, access, and share without compromise.
2020-05_devices-withConneqtor-01

Join Us for a Free,

 Personalized Demo

  • Get a Personalized Live 1:1 Product Demonstration
  • Get Your Questions Answered in a 20 Minute Guided Session

conneqtor_headshot

 

 

 

 

 

“In today’s modern, digital world, financial advisors must consider evolving their business in a variety of ways. Secure cloud based storage like that provided from eFileCabinet is not only convenient and easy to use, but the way of the future for advisors who are adopting a virtual or semi-virtual model.”

-Derek Notman, Conneqtor

Rubex Key Features_hero-1-1
icon-blue_retention governance

One Home for All of Your Documents

Either in the cloud or on-premise, with all the storage you need, documents are organized in a central location.

icon-blue_portfolio

Never Lose A File Again

Full-text search with OCR and portfolios for your most used documents, keep them a few clicks or keystrokes away.

icon-blue_multi-factor

Securely Work With Your Documents Anywhere

SaaS-model, protected with an encrypted connection allows your to work anywhere on a desktop or the mobile app.

icon-blue_SecureFileSharing

Share Documents Instantly, Worry-free

Rather than sending docs through email attachments, bring recipients into a secure environment for them to download files.

icon-blue_WorkflowAutomation

Automate Data Entry, Reduce Human-error

Zonal OCR, folder templates and predefined file names allow you to enter mass volumes of data into the system without touching a keyboard.

icon-blue_ComplianceTools

Get Your Approvals Faster

Customizable workflow tools allow you to automate an assortment of office procedures.

Building Company No 7_hero

Leave your Compliance Worries Behind

with eFileCabinet

Laws and Organizations Rubex Helps You Comply With

Rubex_TemplateScreenshotOnScreen
  • FINRA
  • SEC
  • SOX
  • WORM
  • IRS
  • HIPAA
  • Department of Labor

Organization & Compliance is Easier with

Rubex by eFileCabinet

Final Rubex Promo-1

 

Get your free personalized demo