February 1, 2012 Laserfiche Showcases Ease of Integration at TD Ameritradeās National Conference
< 1 min read
ORLANDO, FL (Laserfiche)āFebruary 1, 2012āLaserfiche (booth #2) today announced that it will highlight out-of-the-box integrations with Junxure, Salesforce.com and a variety of other CRM and portfolio management products this week at TD Ameritradeās National Conference in Orlando, FL.
āFor financial advisors, an integrated technology solution that leverages Laserfiche content and document management along with portfolio management and CRM improves productivity and enables business growth,ā said Brian LaPointe, Vice President of Strategic Solutions at Laserfiche. āWith an open API that makes it easy to integrate with other software applications, Laserfiche is the ECM solution of choice for RIAs across the country.ā
Laserfiche will also be featured during three pre-conference panel discussions titled, āLeverage VeoĀ®ās Open Access CapabilitiesāInsights from Integration Providersā in Canary 3 today at 11:00 am 1:00 pm and 2:00 pm. Other solutions providers participating in the sessions include:
⢠Junxure
⢠Salesforce.com
⢠PIEtech, Inc.
⢠Morningstar
⢠Ebix
⢠eMoney Advisor
⢠Advisor Products, Inc.
⢠Black Diamond Performance Reporting, LLC
Laserfiche provides enterprise content management (ECM) solutions that enable advisory firms to go paperless, lower the cost of compliance and automate standard business processes.
About Laserfiche
Since 1987, LaserficheĀ® has used its Run SmarterĀ® philosophy to create simple and elegant enterprise content management (ECM) solutions. More than 30,000 organizations worldwideāincluding federal, state and local government agencies and Fortune 1000 companiesāuse 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 regulationsāall while accelerating business processes and making staff more efficient.
LaserficheĀ®, Run SmarterĀ® and CompulinkĀ® are registered trademarks of Compulink Management Center, Inc.