Now celebrating its 20th anniversary, Pittsburgh, PA-based Xpyria Investment Advisors (XIA) has grown to 10 full-time employees and two adjunct professionals with nearly $500 million in assets under management. With a history of conducting independent research and providing high-level customer service, XIA has relied on technology to allow advisors to focus on growing the business and increasing profibability. Join Jana Graham to learn how Xpyria has leverage Laserfiche to increase operational efficiency and grow its asset base without the need for additional personnel.
Speaker: Jana Graham, Associate Investment Strategist, Xpyria Investment Advisors, Inc.