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What is eFileManager?

eFileManager is an advanced document management solution designed to optimize the workflow of ongoing items, offering a contemporary substitute for traditional folder-based systems. It streamlines the oversight of documents as they progress through an organization’s procedures, providing a more rapid and efficient alternative to conventional folder polling techniques, which frequently result in unnecessary resource expenditure and delays. Users can effortlessly organize, track, and access documents throughout the entire transaction lifecycle with eFileManager, ensuring a smooth document management process devoid of the complications inherent in outdated systems. Furthermore, its seamless integration with Paragon's TaskMaster application creates a comprehensive solution that facilitates real-time management of transaction-oriented workflows, ultimately enhancing both operational efficiency and productivity. By adopting eFileManager, organizations can significantly improve their methods of handling documents, fostering a more efficient and organized approach to document management. This innovative system not only addresses the shortcomings of traditional methods but also sets the stage for future advancements in the field.

What is Paragon?

Managing vital operations in fixed income portfolios for financial entities like US banks is crucial for success. Paragon functions as an all-encompassing accounting solution for fixed income portfolios, effectively overseeing bonds and money market instruments through three primary operations: trade capture, processing, and reporting. With its advanced accounting and position-keeping systems, banks can efficiently track their daily exposures. Nevertheless, traditional paper reports often fail to captivate board members and stakeholders, as they tend to be dull and lacking visual appeal, which makes it difficult to emphasize important changes or anomalies. On the other hand, Paragon offers a variety of reports—including inventory, cash flow, maturity, and management reports—that incorporate dynamic graphics. This forward-thinking strategy not only enhances visibility for all participants but also equips decision-makers with actionable insights derived directly from Paragon’s detailed records, thus fostering improved business outcomes. By implementing visually engaging reporting, Paragon enhances communication clarity and bolsters strategic planning within the organization. This approach ensures that all stakeholders are better informed and aligned with the firm’s objectives.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Paragon Systems

Date Founded

1983

Company Location

United States

Company Website

www.paragonsystems.com/automated-redaction/eFileManager-document-filing-wip.html

Company Facts

Organization Name

corfinancial

Company Location

United Kingdom

Company Website

www.corfinancialgroup.com/financial-software-products/paragon/

Categories and Features

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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