Topic: financial advisor
Written by Sarah Kellison on July 28th, 2011
COO of RIA & Tax Firm Talks Laserfiche
Al Hewitt Inc./Hewitt Financial Group (HFG), headquartered in Palmdale, CA, is a combination fee-only Registered Investment Advisor (RIA) and tax preparation firm serving 6,000 clients between its two offices in Los Angeles and Ventura Counties. Here’s a bit of what HFG’s Chief Operating Officer, Ali Mroue, had to say about the firm’s first tax season with Laserfiche: “We looked at a …
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Written by Meghann Wooster on December 28th, 2010
ACE Bulletin: December 2010
Briefing Laserfiche Integrates with Salesforce.com Laserfiche has launched a prepackaged integration with Salesforce.com designed specifically for Registered Investment Advisors (RIAs). “As the leading ECM provider in the RIA space, Laserfiche is 100% committed to supporting the CRM systems our customers rely on,” said Tom Wayman, vice president of product strategy at Laserfiche. “Laserfiche’s open architecture allows advisors to instantly access critical client documentation …
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Written by Meghann Wooster on October 26th, 2010
ACE Bulletin: October 2010
Briefing Laserfiche Certification Training Now Available at Texas Tech University Laserfiche has partnered with Texas Tech, one of only 200 schools across the nation with a financial planning program that’s registered by the Certified Financial Planner Board of Standards (CFP), to provide training and certification for students enrolled in the Professional Technology in Personal Financial Planning course. Laserfiche is donating the use of …
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What Others Are Saying About Us
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Buyers Lab Report - Laserfiche 8.1 A recent Buyers Laboratory Inc. (BLI) report has given the Laserfiche 8.1 software suite the highest possible Five-Star rating
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Disciplined Autonomy The Economist Intelligence Unit surveyed executives to discover how organizations manage the tension between the autonomy required by professionals and the control required to run an efficient business
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Vendor Landscape: Enterprise Content Management for Process Workers Info-Tech evaluated eleven competitors in the ECM for Process Workers market, including Laserfiche