When forming one of the largest Registered Investment Advisory firms in the industry, Palladium RIAs required a flexible, easy-to-use, and easy-to-implement ECM system to handle over 1,000 accounts and $1 billion dollars in assets under management they were transferring to establish their new firm. Join IT Manager Jennifer Litchfield to learn how Laserfiche Agile ECM simplified the start-up process and provided a flexible foundation for compliance and business process management.
Speaker: Jennifer L. Litchfield, IT Manager, Palladium