1,000 Accounts, $1B AUM, 8 Advisors, 21 Employees, 2 Days, 1 System
Implementing Laserfiche made Palladium’s breakaway more palatable. Now it’s helping shape its business processes for the future.
July 30th, 2010 by Hobey Echlin
When six portfolio managers left their former firm and formed Palladium Registered Investment Advisors in 2008, it gave them the opportunity to break away from their paper-based office.
As Jennifer L. Litchfield, IT Manager at Palladium, remembers it, onboarding more than 1,000 accounts all at once left almost no time to learn a new electronic document management system in their new Norfolk, VA, offices—even as the need to implement one to ensure the breakaway firm could hit the ground running was clear.
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