Securities Industry

Industry Specific Descriptions
Mortgage | Insurance | Securities

vcf4Securities

vcf4Securities is designed to capture, store, retrieve, exchange and audit electronic documents in a compliant shared environment for the securities professional.

vcf4Securities Standardized Files and Logs

• Sixteen metadata fields (organization, name, ssn/tax ID, representative ID, and more).
• Standard document types.
• Customer File.
• Advertisement & Sales Literature File.
• Incoming Correspondence File.
• Outgoing Correspondence File.
• Trade/Blotter File.
• Disbursement Journal Files.
• Compensation File.
• Complaint File.

eXchange4 Internet eXpress

• Electronic document exchange network.
• Point and click send selected folders or documents.
• Track documents submission via eX4 Portal.

vcf4 Auditing

• Regulatory Authority Auditing.
• Secure "Read Only" Access.
• No retention limits.
• Encrypted data elements designed to meet the strictest compliance.
• PaperClip D3P Level Auditing.

PaperClip Hosting

• Tier IV Data Center Providing the Highest Level of Availability and Security.
• PaperClip Experience with over 100 Million Documents Managed.

vcf4Securities Commodity Pricing

• $600 Annual Subscription Includes:
  - Standardized Securities Drawer.
  - One Secure Login.
  - vcf4Auditing Member Access.
  
• Five GB of Storage (100,000 Pages).
  - EDX Packages accounted for by Internet eXpress Secure Email Pricing.
  
• Monthly Traffic Usage Reports Delivered via Email.
• Bi-Monthly Web Training & Help Desk Support.

• See Benefits