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…)
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…)
For Michigan’s Rehmann Financial, compliance became more of an issue as the RIA firm grew and regulatory concerns increased. With 100 staff members—including 30 advisors—spread out across 13 offices in two states, sharing, accessing and tracking information had become “really clunky,” as Operations Manager Amy Flourry puts it.
“For us, there’s a real link between operations and compliance,” explains Flourry.
When we last heard from Joseph Salpietro, President and CEO of Xpyria Investment Advisors, he was looking forward to implementing Workflow to streamline his Firm’s repetitive work processes. As one of the first Laserfiche Avante customers in the financial services industry, one of the reasons Salpietro chose Laserfiche Avante was because of its built-in business process management (BPM) functionality.
“A lot of people think if you have an office in a metropolitan city that the highest cost to a business is rent, it’s not. It’s the people we employ. So I’d rather have them doing mission-critical, profitable work.”