Altfest Personal Wealth Management, a New York City-based wealth management firm with $1.3 billion in assets under management, announced today that it has selected Laserfiche as the firm’s exclusive document management solution provider.
Laserfiche, the leading global provider of enterprise content management (ECM) software, will enable Altfest advisors to automate the new account opening process, dramatically boost operational efficiency and increase governance and control over document access rights. Laserfiche also helps advisors improve the accuracy of their information by automating data entry. All of these features drive powerful analytics that give advisors insight into their business processes and evaluate opportunities for growth.
“The most valuable asset for any successful advisor is time,” said Altfest Managing Director and Executive Vice President Andrew Altfest, one of “America’s Top Next-Generation Wealth Advisors” according to Forbes’ inaugural listing for 2017. “By streamlining business processes, Laserfiche will allow us to reclaim time to focus on what we do best—serving clients and providing valuable solutions to enhance their financial well-being. Our goal is to provide a first-class client experience, and Laserfiche plays a significant role in our strategy.”
Altfest offers an integrated financial planning approach with services such as retirement planning, tax planning, estate planning, and cash flow planning. Over the last seven years, the firm has grown from just over $500 million to $1.3 billion in assets under management, attributing this growth to a commitment to serving clients’ best interests.
“In today’s increasingly competitive landscape, it’s critical for advisory firms to maintain consistent growth,” said Thomas Phelps IV, Vice President of Corporate Strategy and CIO of Laserfiche. “Wealth management firms like Altfest thrive when they use back-office technologies that can keep up. We’re incredibly excited to serve as a key part of Altfest’s continued growth and to work alongside them to better serve their clients.”
About Altfest Personal Wealth Management
Altfest Personal Wealth Management is an independent financial planning and investment advisory firm based in New York City. Altfest believes that every financial situation is unique, and therefore takes a client-centered, individualized approach to planning. The firm is a pioneer in the world of fee-only wealth management, maintaining a conflict-free process by refusing to sell products or charge a commission. Recognized by national publications such as Barron’s, Financial Times, and Forbes to be among the top financial advisors in the nation, Altfest works hard to earn and reward the trust of its clients, and takes pride in the strong and lasting relationships it has with clients and their families. The firm offers a diversified portfolio of select individual stocks, mutual funds, bonds and private investments, custom tailored to individual needs, objectives, and concerns, and managed by a talented team led by Chief Investment Officer Lewis J. Altfest. Altfest is a Registered Investment Advisor (RIA).
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Laserfiche is a leading global provider of enterprise content management software empowering organizations to take control of information and business processes.
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