An integrated ‘hub approach’ to managing information helps Piedmont Trust better service clients. (more...)
After almost two years of using Laserfiche to simplify compliance, the audit experience for Gitterman & Associates Wealth Management is a very different one. The firm describes how Laserfiche has saved the organization from the headache of time-consuming audits. (more...)
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. (more…)
Fure Financial is an independent, fee-based financial planning firm based in Minneapolis, MN. The company, founded in 1984, offers holistic investment advice to manage client assets with an eye toward fulfilling life goals, a successful strategy that has grown Fure—almost entirely by referrals—into the trusted advisor and wealth manager for 360 families. (more…)
The Level Four Group of companies consists of Level Four Group, a business consulting firm; Level Four Advisory Services, an SEC registered investment advisory firm; Level Four Insurance Services, a master general insurance agency; and Level Four Tax and Advisors, an accounting firm. (more…)
Executive Money Managers, Inc. (EMM) is a referral-only, boutique investment advisor firm based in Marietta, GA. By 2005, the growth of its business intersected with the growth of its information management challenges. (more…)
Brent Burns and Stephen Huxley founded Asset Dedication, LLC in 2002 with an innovative notion: that the liability-driven investment portfolios common in the institutional world could be engineered for individuals according to their specific income needs, akin to a personalized pension fund. In 2009, advancements in processor technology, coupled with the support of BondDesk Group, LLC, gave the Mill Valley, CA-based firm the opportunity to transition from consultants into a full-service sub-advisor offering individualized portfolio management to RIAs.
Key to this transition, Burns believed, was leveraging business technology to minimize both the operational and risk management costs of working directly with advisors. “As a growing company, technology was the way to get more done with a smaller headcount,” he says.