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.
“Laserfiche is the perfect complement to our ongoing workflow improvements. It’s customized to meet FPA’s needs, is also compliance-oriented and easy to use,” said Curt Niepoth, FPA’s Associate Executive Director and Chief Financial Officer. “During our evaluation process, Laserfiche rose to the top because they provided the best solution for our organization by helping reduce administrative expenses and integrating well with our other systems.”
Chris Wacker, executive vice president at Laserfiche, said, “While other financial advisors struggle to find the time, money and staff to comply with industry requirements, advisors using Laserfiche are more efficient than ever before. The FPA shows industry-leading vision by providing their staff with the most agile content management solution on the market.”
Since 1987, Laserfiche® has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. Since 1987, more than 30,000 organizations—including numerous investment advisors, financial advisors and broker-dealers—have used Laserfiche solutions to streamline document, records and business process management.
By digitizing paper archives, Laserfiche enables financial services professionals to find what they need in seconds, quickly prepare for audits and make better-informed decisions. Secure Web access enables information sharing with remote offices, business partners and clients, while comprehensive security options help compliance with government- and industry-mandated standards.
Laserfiche® and Run Smarter® are registered trademarks of Compulink Management Center, Inc.
The Financial Planning Association is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Based in Denver, Colo., FPA works in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. For more information about FPA, visit http://www.fpanet.org/ or call 800.322.4237.