Cabinet NG, a provider of document management and workflow management software, has launched a new integration plug-in for Advisor Products' AdvisorVault offering, aiming to streamline client communications for advisors.

Alabama-based Cabinet NG says the product is designed specifically to help broker-dealers, investment advisors and wealth management companies to achieve and maintain data compliance.

The new plug-in aims to enable users to automatically sync certain folders in their CNG-SAFE system and share specified documents with their clients through the AdvisorVault online service. Sharing of documents can also be extended to any other professionals the clients wish to grant access, such as accountants and lawyers, says the firm.

"The integration with AdvisorVault makes sharing sensitive documents a breeze, but more importantly, it also helps advisors keep track of what documents a particular client has," said Jon Clark, vice president of sales, CNG.

"All an advisor needs to do is select the documents they want to share and click a button. The client automatically gets an email with a link that takes them to where they can see their documents. This streamlines processes and improves client service,” said Clark.