Laserfiche Showcases Ease of Integration at TD Ameritrade’s National Conference

< 1 min read

ORLANDO, FL (Laserfiche)—February 1, 2012—Laserfiche (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 Ameritrade’s National Conference in Orlando, FL.

“For 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,” said Brian LaPointe, Vice President of Strategic Solutions at Laserfiche. “With 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.”

Laserfiche will also be featured during three pre-conference panel discussions titled, “Leverage Veo®’s Open Access Capabilities—Insights from Integration Providers” 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, 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.

Connect with Laserfiche:

Featured News

Laserfiche Recognizes Top Performing Solution Providers at Winners Circle 2024
February 13, 2024 Learn More
Laserfiche Channel Leadership Recognized by 2024 CRN® Channel Chiefs List 
February 6, 2024 Learn More
Manufacturers Challenged with Manual Operations and Work Delays, According to SME and Laserfiche Study
December 12, 2023 Learn More
Healthcare Leaders Cite Automation, Worker Burnout as Top Drivers of Technology Integrations, MGMA and Laserfiche Study Finds
November 28, 2023 Learn More
Laserfiche Achieves ISO/IEC 27001:2022 Certification for its Information Security Management System
September 26, 2023 Learn More

Contact Us for Your ECM Needs

Whether you have product questions, support needs, or want to partner with us, we're here to help you on your digital transformation journey. Fill out the form and a Laserfiche team member will be in touch as soon as possible.