Transamerica Financial Advisers Rolls Out Paperless System

Source: Investment News – May 2008

Independent broker-dealer Transamerica Financial Advisers Inc. has rolled out a soup-to-nuts paperless document management and e-signature system called TFA Synergy, and some advisers who have used it report that it saves time dramatically. TFA Synergy is built on state-of-the-art technology including Laserfiche. Laserfiche client, Todd Battaglia, partner with Meg Green & Associates, which manages $600 million in assets, told the reporter that Laserfiche saves them $35,000 to $40,000 per year. In addition, Laserfiche saved them an additional $8,000 a year by turning a former filing room into an office for an adviser.