Laserfiche Wins Fifth WealthManagement.com Industry Award in Document Management Category
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Long Beach, California, Oct. 1, 2020 – Laserfiche, the leading global provider of intelligent content management and business process automation, announced its fifth WealthManagement.com Industry Award (the “Wealthies”) win in the Technology Providers – Document Management category for Laserfiche Vault, a cloud-based solution package that provides a secure and accurate system of record to support broker-dealers and wealth managers.
The Wealthies recognize outstanding organizations and individuals that support financial advisor success. Nominations are assessed by an esteemed panel of industry experts and influencers, who this year judged a competitive field of more than 620 entries from more than 200 companies. This year’s winners were announced virtually on Sept. 10, 2020, via a live broadcast event from New York.
Laserfiche Vault helps the industry comply with SEC Rule 17a-4 policies while addressing strict WORM (write once, read many) standards for retaining electronic records and FINRA audit requirements. For financial services firms, this includes the ability to enable a “strict compliance mode,” which removes any overrides or bypasses that are traditionally reinforced through a magnetic WORM device. As part of the Laserfiche Vault offering, firms can also authorize Laserfiche to act as the designated third-party (D3P) to access content in the event of an audit.
“For over 30 years, Laserfiche has provided the technology that helps financial advisors save both time and money while continuing to build strong client relationships,” said Chris Wacker, CEO at Laserfiche. “The Laserfiche product suite, including Laserfiche Vault, is more important than ever as advisors are guiding their clients through dramatically changing markets. This recognition by WealthManagement.com is a testament to our ongoing commitment to innovation in the financial services industry.”
For additional information on Laserfiche Vault, please visit info.laserfiche.com/laserfiche-vault.
Laserfiche is the leading global provider of intelligent content management and business process automation. Through powerful workflows, electronic forms, document management and analytics, the Laserfiche® platform eliminates manual processes and automates repetitive tasks, accelerating how business gets done.
Laserfiche pioneered the paperless office with enterprise content management more than 30 years ago. Today, Laserfiche is innovating with cloud, machine learning and AI to enable organizations in more than 80 countries to transform into digital businesses. Customers in every industry—including government, education, financial services and manufacturing—use Laserfiche to boost productivity, scale their business and deliver digital-first customer experiences.
Laserfiche employees in offices around the world are committed to the company’s vision of empowering customers and inspiring people to reimagine how technology can transform lives.