financial advisors | Laserfiche News Portal

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, 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, Junxure, Tamarac, Microsoft CRM, Redtail and ACT! (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…)

Page 1 of 41234