Braintree, MA – U.S. Wealth Management, LLC, a firm specializing in providing wealth management programs through professional firm affiliates, has taken a leading edge in the industry in choosing the Laserfiche electronic document management solution as part of a straight-through processing (STP) system designed to streamline operations, reduce expenses and increase profitability for the firm and its professionals.
John P. Napolitano, CFP®, PFS, MST, CEO of U.S. Wealth Management, said this state-of-the-art technology positions the firm as a leader among the smaller to mid-sized wealth management broker-dealers. Immediate benefits to affiliates include a secure platform, conversion from paper to electronic documents, electronic signatures, and greater ease with which to transact business.
“At U.S. Wealth Management, we are investing in best-of-breed technology provided by industry-leading companies like Laserfiche in order to attract and retain top talent and equip them with the tools necessary for success in today’s marketplace,” Napolitano said. U.S. Wealth Management has approximately 46 registered representative affiliates and is undergoing expansion, Napolitano added.
The Laserfiche component of U.S. Wealth Management’s STP program involves the conversion of most of the firm’s and its affiliates’ paper files into secure electronic documents that staff can easily retrieve. Going forward, U.S. Wealth Management affiliates will also have the ability to directly enter electronic documents with electronic signatures provided by LaserApp® (www.laserapp.com), a partner of Laserfiche, as well as integrate its documents with a new contact management system.
Chris Wacker, senior vice president of Business Development at Laserfiche, said the STP program at U.S. Wealth Management is an example of an emerging trend in the financial services industry.
“U.S. Wealth Management is one of the first of the smaller, independent broker-dealer firms to make this financial commitment and recognize the huge benefits of an STP program that melds electronic signatures, contact management and electronic document management,” Wacker said.
Laserfiche provides electronic document management services to more than 25,000 customers in multiple industries worldwide, including several hundred broker-dealer firms and several thousand registered representatives in the United States.
About U.S. Wealth Management
U.S. Wealth Management, LLC, works with successful financial professionals committed to delivering holistic wealth management solutions. The firm provides a comprehensive and independent platform of financial services, including financial planning, asset management, fiduciary insurance reviews, retirement plans, estate planning and income strategies, through its related companies, U.S. Financial Advisors, LLC, U.S. Insurance Brokers, LLC and U.S. Wealth Advisors, LLC. Advisors affiliated with USWM also receive business-building and practice management coaching, training and support that is tailored to Certified Public Accountants (CPAs), financial advisors and attorneys looking to offer wealth management services to their clients. To learn more, visit www.uswealthcompanies.com or call (781) 849-9200.
Based in Long Beach, CA, Laserfiche (www.laserfiche.com) creates simple and elegant document management solutions that help organizations run smarter. The solutions support straight-through processing while cutting the costs of compliance and ensuring greater security, privacy, transparency and accountability at every level of your organization. Laserfiche solutions provide operational benefits that transform compliance from a cost center into an opportunity for achieving greater competitive advantage.
Andrew Yemma – 212-754-5450 firstname.lastname@example.org
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Laserfiche Media contact:
Francine Marlenée – 562-988-1688 ext. 211, firstname.lastname@example.org