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. Full story »

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 »

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.” Full story »

CHICAGO, IL (Laserfiche)—October 13, 2011—Building on the findings from the 2011 InvestmentNews RIA Technology Study, Laserfiche (booth #203/205) has created an educational presentation on how advisory firms can integrate their CRM systems with enterprise content management (ECM) to save time and resources. The session, “Laserfiche: The Integrated Solution,” will take place today at 1:00 pm during the Business and Wealth Management Forum at the Westin O’Hare Hotel in Chicago. Full story »

LONG BEACH, CA (Laserfiche) —June 22, 2011—Laserfiche announced today that it has been selected by the Financial Planning Association (FPA) to deliver a customized content management technology solution for the organization to create efficiencies and better serve their membership. Full story »

Executive Money Managers, Inc. (EMM) is a referral-only, boutique investment advisor firm based in Marietta, GA. By 2005, the growth of its business intersected with the growth of its information management challenges. Full story »

Compliance issues have long been a major challenge for financial advisors, involving huge commitments of time and money. But when President Obama signed the Dodd-Frank Act into law last summer, financial services firms got 2,319 more reasons to worry. Full story »

Long Beach, CA (Laserfiche)—December 6, 2010—Laserfiche today announced the availability of a prepackaged integration with salesforce.com designed specifically for Registered Investment Advisors (RIAs). By integrating Laserfiche enterprise content management (ECM) with their CRM systems, RIAs improve client service, enhance employee efficiency and facilitate compliance. Full story »

DENVER, CO (Laserfiche)—October 7, 2010—Next Monday, Laserfiche (booth #215) will host an educational breakfast session titled “Prepare for the Coming Compliance Tsunami” from 7:00-8:00 am at FPA’s annual conference in Denver, CO. The breakfast session, led by Senior Laserfiche Consultant Timothy Welsh, CFP®, will explore how content management technology can help financial advisors adapt to the sweeping changes outlined in the Dodd-Frank Act. Full story »

LOS ANGELES, CA (Laserfiche)—September 30, 2010—Laserfiche is pleased to announce that it has published a new white paper titled “What Financial Advisors Need to Know about the Dodd-Frank Act.” The educational guide explores how enterprise content management (ECM) software can help financial advisors adapt to the sweeping regulatory changes outlined in the Dodd-Frank Act. Full story »

SAN DIEGO, CA (Laserfiche)—September 22, 2010—Tomorrow, Laserfiche (booth #15) will participate in a panel discussion on “Books & Records Management” at ACA’s 2010 Compliance Conference. Designed to address the needs and concerns of financial advisors, the session will take place from 2:45-4:00 pm at The Grand Del Mar Hotel in San Diego, CA. Full story »

Long Beach, CA—September 9, 2010—Laserfiche today announced that it has partnered with Texas Tech University, one of only 200 schools across the nation with a financial planning program that is registered by the Certified Financial Planner Board of Standards (CFP), to provide training and certification for students enrolled in the Professional Technology in Personal Financial Planning course. Full story »

LONG BEACH, CA (Laserfiche) March 11, 2010—Laserfiche announced today that it has partnered with First Allied Securities, Inc., a leading independent broker/dealer, to deliver a customized content management solution to nearly 1,000 of First Allied’s independent financial advisors. Laserfiche will be a key component in First Allied’s efforts to transition its advisors to a truly paperless office. Full story »