Laserfiche Reveals Technology Secrets of Top Performing RIA Firms at FPA Conference

2 min read

SAN DIEGO, CA (Laserfiche)—September 15, 2011—Laserfiche (booth #807) today announced that it will share key results of the 2011 InvestmentNews RIA Technology Study at FPA Experience 2011.

Laserfiche will also be featured in a presentation by Rehmann Financial’s Senior Operations Manager titled, “New Technology Secrets of Top Performers.” The session will take place on Friday, September 16, at 7:30 am.

Sponsored by Laserfiche, the 2011 InvestmentNews RIA Technology Study takes an in-depth look at the secrets that enable top performers to reap significantly higher rewards from their technology spend in terms of professional productivity and profit. Key findings include:

  • Investing in new technologies is the number-one strategy for top performers, with automation and integration figuring prominently in decisions about what kind of technology to deploy.
  • Investment in technology is driven by productivity gains. Automating routine, rules-based tasks allows staff at top-performing firms to spend more time serving clients.
  • Integrating CRM with document/content management is a top priority. Integrations tend to significantly improve a firm’s efficiency and productivity.

“Together with Rehmann Financial, we’re delighted to share the technology secrets of top performing RIA firms, many of which use Laserfiche to open up new avenues for growth and profitability by creating efficient, scalable and robust back-office operations,” said Chris Wacker, Executive Vice President at Laserfiche.

Amy Flourry, Senior Operations Manager at Rehmann Financial, said, “We’ve brought on four new advisors in the last year but we haven’t had to bring on any new administrative staff, so in that respect alone, we’ve realized our ROI on our Laserfiche investment. Our executives may not care how easy the Laserfiche file structure is, but when you tell them your administrative staff can do something in 20 minutes that used to take four hours, they can appreciate that.”

Laserfiche will be on hand at booth #807 to demonstrate its enterprise content management (ECM) software solutions and give out an overview of the 2011 InvestmentNews RIA Technology Study.

About Laserfiche

Since 1987, Laserfiche® has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. More than 30,000 organizations worldwide—including federal, state and local government agencies and Fortune 1000 companies—use Laserfiche software to streamline document, records and business process management.

The Laserfiche ECM system gives financial advisors the ability to simplify regulatory compliance, improve profitability and limit exposure to civil and criminal liability. It allows advisors to prepare for audits more easily and helps compliance with multiple state, SEC and FINRA regulations—all while accelerating business processes and making staff more efficient.

Laserfiche®, Run Smarter® and Compulink® are registered trademarks of Compulink Management Center, Inc.

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