Laserfiche Revolutionizes the New Account Opening Process for Financial Advisors

2 min read

Laserfiche, the recognized market leader in content management solutions for wealth management, announced a business process package that will transform the new account opening process for registered investment advisors (RIAs) and broker-dealer firms. Laserfiche unveiled the package at Schwab IMPACT, Oct. 24-27.

“Considering the immense regulatory pressure on wealth management firms and increased competition from robo-advisors, more and more advisors are ‘robo-izing’ their practice through Laserfiche’s game-changing automation,” said Linda Ding, Senior Financial Services Strategist at Laserfiche. “Laserfiche’s prebuilt process template for new account opening provides a fast, intuitive solution for advisors looking to get ahead of their competition and gain control of information and operations.”

The new account opening package includes prebuilt processes that span every stage of the new account opening process, unifying multiple applications including CRM, Laser App, digital signatures and document management to ensure smooth data exchange and transparency. The automated process enables advisors to:

  • Open new accounts faster and eliminate the need for paper documents to be physically routed from place to place
  • Eliminate lost or misfiled information with increased governance and control over access rights
  • Increase accuracy of information by reducing manual data entry
  • Gain insight into the process, workloads and bottlenecks with embedded analytics and performance dashboards

Prebuilt process templates can be configured to fit the needs of wealth management firms — whether that means adding a mobile element to the process, or changing how an organization captures information or who approves it. At the end of each process, submitted documents are archived in accordance with a retention schedule based on compliance requirements. Integrations with Junxure, Redtail, Laser App, DocuSign and SIGNiX will also be made available through Laserfiche.

“Laserfiche is a world leader in document management and enterprise content management,” said Robert Powell, Vice President of Sales & Marketing at Laser App Software. “It’s great to be an integral part of what Laserfiche does. We have no doubt that this integration is going to pay big dividends in making things run smoother for broker dealers. The innovation in this area is inspiring.”

The configurable process template will be offered in the Laserfiche Business Process Library, a collection of downloadable automation tools necessary for rapid automation in key business processes. The Business Process Library is available as part of Laserfiche 10, the latest enterprise content management (ECM) offering from Laserfiche. Users can select the desired process from the Business Process Library to download process diagrams, workflows, template fields and reports, all of which can be configured to fit an organization’s specific requirements.

Laserfiche ECM, a foundation for innovation at more than 36,000 organizations worldwide, automates a variety of processes, including records management, contract management and accounts payable, among others. Visit to explore its flexible deployment models, request demonstrations of these processes and more.

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About Laserfiche

Laserfiche is a leading global provider of enterprise content management software empowering organizations to take control of information and business processes.

With intuitive on-premises and cloud solutions for document management and process automation, Laserfiche improves productivity, efficiency and strategic decision-making for organizations looking to transform into a digital workplace.

For more than three decades, Laserfiche has fostered an active user community that shares ideas and inspires solutions. To learn more, visit

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

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