About VirtGate

  What We Do
  Our Clients
  Technology
  FundSERV Integration
  Document Management
  Data Feed Interchange
  Fees
  Contact Us
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Document Management

Integrated Document Management is provided at no extra cost and allows you to cost-effectively manage a paperless environment by uploading documents directly and attaching to the client or advisor record.. This makes all stored documents accessible anytime, from anywhere, by authorized users. Provide your producers with access to all the resources they need from any Internet-connected computer.