Financial documents on desk

Financial Services

Records Management Software for Financial Services

Track Record Lifecycle

Track records from point of creation through archiving and final disposition.

Regulatory Compliance

Comply with regulatory requirements such as Sarbanes-Oxley, FINRA, SOC, and GDPR.

Locate Information

Reduce the number of lost records with complete audit histories for every record.

Manage Records Retention

Design & implement an unlimited number of retention schedules for archiving or destruction of records.

Improve Workflow

Increase efficiency with automated data entry, requesting, bulk updates, and merging of duplicate records.

Information Security

Implement an unlimited number of security groups restricting access to sensitive records and data.

Financial services image

Secure, Compliant Records Management Solutions for Financial Services


With increased competition and an ever-changing financial landscape, it's more important than ever to reduce your organization's risk of legal exposure - that means knowing which records to destroy, at what time.


Automatic audit trails created for every record
Reduce lost records while maintaining record integrity
Improve workflows by eliminating manual data entry and automating approvals
Locate records across departments and locations, even off-site warehouses


Industry Profile

Available On-Premises or via the Cloud

The entire suite of Infolinx WEB is available on the cloud via the Microsoft Azure platform. Featuring the same industry-leading feature-set as the on-premises version, Infolinx WEB on Azure provides an extremely attractive business value proposition.

Why the Cloud?  

Our Clients

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