LONG BEACH, CA (Laserfiche)—March 2, 2011—Laserfiche today announced that Australia’s Public Record Office Victoria has certified Laserfiche against all five specifications of the Victorian Electronic Records Strategy (VERS) Standard. The new certification includes tamper-proof security to guarantee electronic document integrity and digital signature support for both documents and briefcases. (more…)
Tag: Dodd-Frank Act
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…)
WESTON, FL (Laserfiche)—February 16, 2011—As a Platinum PLUS sponsor of the Technology Tools for Today T3 Conference, Laserfiche (booth #301-303) will tomorrow host a workshop on how to harness ROI through integrated cloud-based content management and CRM. (more…)
Compliance issues have long been a major challenge for financial advisors, involving huge commitments of time and money. But when President Obama signed the Dodd-Frank Act into law last summer, financial services firms got 2,319 more reasons to worry. (more…)
DENVER, CO (Laserfiche)—October 7, 2010—Next Monday, Laserfiche (booth #215) will host an educational breakfast session titled “Prepare for the Coming Compliance Tsunami” from 7:00-8:00 am at FPA’s annual conference in Denver, CO. The breakfast session, led by Senior Laserfiche Consultant Timothy Welsh, CFP®, will explore how content management technology can help financial advisors adapt to the sweeping changes outlined in the Dodd-Frank Act. (more…)
LOS ANGELES, CA (Laserfiche)—September 30, 2010—Laserfiche is pleased to announce that it has published a new white paper titled “What Financial Advisors Need to Know about the Dodd-Frank Act.” The educational guide explores how enterprise content management (ECM) software can help financial advisors adapt to the sweeping regulatory changes outlined in the Dodd-Frank Act. (more…)
SAN DIEGO, CA (Laserfiche)—September 22, 2010—Tomorrow, Laserfiche (booth #15) will participate in a panel discussion on “Books & Records Management” at ACA’s 2010 Compliance Conference. Designed to address the needs and concerns of financial advisors, the session will take place from 2:45-4:00 pm at The Grand Del Mar Hotel in San Diego, CA. (more…)