Posts Tagged ‘ACT!’

Junxure and AppCrown Join Laserfiche PDP Program

Leading RIAs look to Laserfiche for out-of-the-box CRM integrations

January 25th, 2012

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! Full story »

“So Simple an Advisor Can Use It!”

Kowal Investment Group ensures the safety of their information with Laserfiche.

October 28th, 2009

Left to right:  Laura Kowal, Aaron Kowal, Patti Altmann, Barb Doty, Paula Bergquist,             Michele Zeka, Michelle Rossi-Weida, Jeff Kowal, Patty Zych, Carrie McCoy, Ziad Lewis;   Not Pictured: Nicole Doty

Kowal Investment Group, LLC is a fee-based financial advisor from Waukesha, WI, that has specialized in financial planning and investment advising for over 35 years. The firm manages nearly $200 million in assets and also hosts a weekly financial advice radio show called “The Retirement Clinic.” But just as baby boomers looking into retirement look to Kowal for advice, Kowal itself began looking to retire its old way of filing paper. “We knew we wanted to move toward the paperless office,” explains Michelle Rossi-Weida, Operations and Compliance Manager for Kowal. “Just in terms of better organization and also the cost savings paying for file space, as well as making people’s jobs easier and more productive.” Full story »