Laserfiche has been named a finalist in the Innovation and Document Management categories for the WealthManagement.com 2015 Industry Awards Program, which honors companies and organizations that enable financial advisor success.
Laserfiche was recognized for:
- Innovation: Laserfiche Connector, released earlier this year, is a simple, code-free way to integrate Laserfiche with a number of applications, including Junxure, Salesforce and Microsoft Dynamics. Joel Bruckenstein, founder and publisher of Technology Tools for Today, called Laserfiche Connector a “game-changer that makes FinTech integrations a breeze.”
- Document Management: Laserfiche 9.2, a trusted, proven and scalable document management solution with a low total cost of ownership, includes leading-edge business process management tools and electronic records management functionality.
“With the rise of mobile apps, social media and the cloud, today’s financial advisor has more technology options than ever before,” said Thomas Phelps IV, CIO and Chief Corporate Strategist at Laserfiche. “Integrating these technologies together is essential for advisors seeking to increase profitability while still remaining connected and compliant. We’re pleased that WealthManagement.com has recognized our industry-leading efforts in this area.”
With over 300,000 readers, WealthManagement.com is one of the largest publications in the wealth management industry. More than 100 nominations were submitted for consideration in a wide range of categories. Finalists were chosen by a panel of industry experts during preliminary judging in June. Winners will be announced Thursday, September 24, at the WealthManagement.com Industry Award Banquet.
Details about the Wealth Management Industry Award Program and the list of finalists in all categories are available here.