Posts Tagged ‘RIA’

Laserfiche Showcases Ease of Integration at TD Ameritrade’s National Conference

Integrating content/document management with CRM and portfolio management improves productivity and enables growth

February 1st, 2012

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 »

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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 »

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How Workflow Turned Tax Season into ROI Season

Hewitt Financial Group saves $20,000 and 1,000 hours in its first year automating its tax preparation business

July 27th, 2011 by Hobey Echlin Hobey Echlin is a Laserfiche staff member

Al Hewitt Inc./Hewitt Financial Group (HFG), headquartered in Palmdale, CA, is a combination fee-only Registered Investment Advisor (RIA) and tax preparation firm serving 6,000 clients between its two offices in Los Angeles and Ventura Counties. Full story »

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Laserfiche Announces Salesforce.com Integration for Financial Advisors

Open ECM architecture makes integration with both desktop and cloud-based CRM easy

December 6th, 2010

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 »

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Making Work Flow

Xpyria Investment Advisors uses Laserfiche Avante to automate business processes – and save valuable resources

August 17th, 2009 by Melissa Henley Melissa Henley is a Laserfiche staff member

Xpyria Investment AdvisorsWhen we last heard from Joseph Salpietro, President and CEO of Xpyria Investment Advisors, he was looking forward to implementing Workflow to streamline his Firm’s repetitive work processes. As one of the first Avante customers in the financial services industry, one of the reasons Salpietro chose Avante was because of its built-in business process management (BPM) functionality.

“A lot of people think if you have an office in a metropolitan city that the highest cost to a business is rent, it’s not. It’s the people we employ. So I’d rather have them doing mission-critical, profitable work.”
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