Wealth Management
Engage Clients, Maximize Efficiency
Get a complete view of client data. Free employees from repetitive tasks to focus on service with client-centric ECM.
Wealth management solutions
Client Relations
Onboard more clients without increasing headcount using online forms that standardize data collection. Shorten response times with automated processes that keep information flowing.
Operations
Streamline transactions — from new account opening and maintenance to contracts and fee management — through AI-powered data capture and automated routing.
Client Onboarding
Provide a seamless onboarding experience. Capture applications through dynamic forms that standardize data, streamlining approval, KYC and AML processes.
Trade Requests
Accelerate executions by centralizing information and automating task assignment. Simplify compliance with enhanced visibility into processes.
Client Experience and Retention
Create a 24/7 self-service portal to give clients instant access to documents and service request forms.
“Everything we can think of — whether it involves integration, or it is a simple or complex solution — Laserfiche can do it.” — Gert Bester, IT Business Systems Manager, Stonehage Fleming
Featured Success Story
Stonehage Fleming Integrations Drive Operational Excellence
Hear from wealth management leaders
Increase efficiency organization-wide to provide better service.
About Us
Why Laserfiche
Focus on client needs
Reclaim time to provide more personalized service with process automation tools.
Strengthen compliance
Protect and safeguard sensitive client information throughout its lifecycle.
Improve data integrity
Maintain accuracy and accessibility of client data with a single source of truth.
Customizable integrations
Connect Laserfiche to your CRM and other core systems for a complete view of client data.
Voz de clientes y analistas
“Elección del cliente”
“Un gran ejecutor”
“Líder”
Gartner® nombró a Laserfiche líder en el Gartner Magic Quadrant™ 2024 para la gestión de documentos.
Laserfiche es una elección de los clientes en el 2025 Gartner® Peer Insights™ “Voice of the Customer”: Informe de gestión documental.
Nombrado Líder en la Matriz de Valor de Tecnología CSC™ de Nucleus Research.
Muy bien valorado por los clientes, con una puntuación media de 4,7 estrellas y el número 1 en la categoría de Gestión Documental en G2.
Featured Resource
Revolutionize client onboarding
The client onboarding process can make or break your chances of forging a lasting client relationship. Pinpoint inefficiencies in your onboarding process and learn how to address them with automation.
Embrace The Game Changer: Transform Wealth Management Operations with AI-Driven Process Automations
Blog
Learn More
6 Ways the Right Records Management Solution Can Streamline Financial Services Operations
Blog
Learn More
Contáctenos
Ya sea que tenga preguntas sobre productos, necesidades de soporte o desee asociarse con nosotros, estamos aquí para ayudarlo en su viaje de transformación digital. Complete el formulario y un miembro del equipo de Laserfiche se comunicará con usted lo antes posible.