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 real-time in the dashboard and via eX4 Portal.


  • Regulatory Authority Auditing.
  • Secure "Read Only" Access.
  • Unlimited retention.
  • Encrypted data elements designed to meet the strictest compliance.
  • PaperClip D3P Level Auditing.

vcf4Securities Commodity Pricing

  • $800 Annual Subscription Includes:
    - Standardized Securities Drawer.
    - One Secure Login.
    - vcf4Compliance 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.

Need Support?
Need Sales?

web seal SOC2T2 145

Back to top