Posts Tagged ‘FPA National Conference’

Laserfiche Reveals Technology Secrets of Top Performing RIA Firms at FPA Conference

2011 InvestmentNews RIA Technology Study outlines steps for getting more value from IT

September 15th, 2011

SAN DIEGO, CA (Laserfiche)—September 15, 2011—Laserfiche (booth #807) today announced that it will share key results of the 2011 InvestmentNews RIA Technology Study at FPA Experience 2011. Full story »

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Laserfiche Introduces PhotoDocs at FPA National Conference

PhotoDocs enables financial advisors to capture client documents anywhere, saving time and providing a higher service level

October 10th, 2009

ANAHEIM, CA (Laserfiche) – October 10, 2009 – Today, Laserfiche will introduce PhotoDocs, a new document capture system, at the Financial Planning Association’s (FPA) National Conference in Anaheim, California. As Associate Sponsor of the event, Laserfiche will also present an educational session: “Beyond Paperless: Preparing for the Coming Compliance Tsunami.”
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