ORLANDO, FL (Laserfiche)—February 1, 2012—Laserfiche (booth #2) today announced that it will highlight out-of-the-box integrations with Junxure, Salesforce.com and a variety of other CRM and portfolio management products this week at TD Ameritrade’s National Conference in Orlando, FL. (more…)
LONG BEACH (Laserfiche)—January 25, 2012—Laserfiche today announced that AppCrown and Junxure have joined its Professional Developer Partner (PDP) program. Through the PDP program, Laserfiche provides out-of-the-box integrations with CRM systems like Salesforce.com, Junxure, Tamarac, Microsoft CRM, Redtail and ACT! (more…)
It’s no secret that the highly regulatory nature of Registered Investment Advisor (RIA) firms leads to paper-heavy processes and compliance rules. A new white paper demonstrates how RIAs can generate higher revenue, decrease compliance risk and add greater business value by investing in ECM systems. (more…)
LONG BEACH, CA and PALM BEACH GARDENS, FL (Laserfiche and Junxure)—November 15, 2011—Laserfiche and Junxure will today kick off a workshop series titled, “Solving Compliance Challenges with Technology Integration.” (more…)
CHICAGO, IL (Laserfiche)—October 13, 2011—Building on the findings from the 2011 InvestmentNews RIA Technology Study, Laserfiche (booth #203/205) has created an educational presentation on how advisory firms can integrate their CRM systems with enterprise content management (ECM) to save time and resources. The session, “Laserfiche: The Integrated Solution,” will take place today at 1:00 pm during the Business and Wealth Management Forum at the Westin O’Hare Hotel in Chicago. (more…)
Join Laserfiche, Junxure and Investment Advisor’s “Compliance Coach” to discuss the need for and use of CRM and ECM to automate recordkeeping, facilitate audits and ensure compliance. (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…)
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.