Top-performing RIA firms know that building enterprise-wide efficiencies means extracting value from current technology stacks. In a new workshop for financial advisors, we’ll show you the technology strategies used by successful firms to control growth and meet compliance standards. (more…)
Tag: financial advisors
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…)
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…)
LONG BEACH, CA (Laserfiche) —June 22, 2011—Laserfiche announced today that it has been selected by the Financial Planning Association (FPA) to deliver a customized content management technology solution for the organization to create efficiencies and better serve their membership. (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…)
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…)