Laserfiche and CRM Software Announce Integration of Technology Platforms for Investment Advisors

2 min read

Long Beach, CA – Laserfiche®, an electronic document management system (EDMS) firm, and CRM Software®, the maker of Junxure software, announced today that they’ve integrated their systems to provide a total office management package for investment advisory firms. The availability of this integration is important to financial services firms because it streamlines their business processes.

Laserfiche and CRM are members of “Your Silver Bullet,” an organization committed to making separate software programs “play well” together so that financial advisors can spend their time managing their clients’ money rather than managing incompatible software.

Greg Friedman, a principal of CRM Software and one of the founders of Your Silver Bullet, said, “Integrating Laserfiche’s document management technology with Junxure is a powerful enhancement for efficiencies and client service. Advisors will be able to respond to client requests for information in real time, without leaving their desks. Advisors have been looking for this type of integration from leading technology companies for years, and we are very excited to provide it.”

With the integration, Junxure users can now automatically access documents using Laserfiche technology via one click access. The integration will allow RIAs using Junxure and Laserfiche to:

  • Streamline back office workflow.
  • Increase productivity.
  • Improve profitability by reducing overhead costs.

“The integration of Laserfiche and Junxure is an important step to providing financial advisors with ‘best of breed’ back-office solutions that improve their productivity and increase their bottom lines,” said Chris Wacker, Senior Vice President of Business Development at Laserfiche. “Advisors can scan in and auto-index their documents for automatic filing by client name and then pull them up in Junxure, using the powerful search and retrieval features of Laserfiche.”

The Laserfiche-Junxure integration will be on display at the Schwab IMPACT conference in Las Vegas from October 28-31.

About Laserfiche

Laserfiche (www.laserfiche.com) creates simple and elegant document management solutions that help organizations run smarter. Since 1987, more than 25,000 organizations—including numerous investment advisors, financial advisors and broker-dealers—have used Laserfiche solutions to streamline processes for managing documents, records and workflow. 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 allows professionals to share information with remote offices, business partners and clients, while comprehensive security options ensure compliance with government- and industry-mandated standards.

About CRM (Junxure) Software

CRM Software is the leader in office management and customer relationship solutions for financial advisors through its products Junxure and ClientView (www.junxure.com). Junxure is an office management system designed to address the specific needs of the financial services office and has been designed and developed by successful financial planning professionals. It combines office management features with workflow automation functions to enhance the efficiency of your office. ClientView creates private, secure virtual document vaults on the Web for clients. Junxure and ClientView make it possible to provide a much higher level of service and communication to clients while reducing firm costs and increasing profitability.

About Your Silver Bullet

Launched in February 2007,Your Silver Bullet is an organization whose purpose is to accelerate and facilitate development of integrations between independent software applications and to provide an easy way for advisors to find programs that “play well” together.

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