How to Improve Paperwork Processing and Advisor Satisfaction in the Back Office

ROI for RIAs

Download your copy of the white paper today!

Making sure every client file is tracked and stored correctly can be costly and time-consuming. In fact, financial advisory firms that use paper records are missing out on a 9% return to their bottom line.

Download this free white paper to learn how to create more efficient, compliant paperwork processes for your advisors, clients and administrative staff.

Learn how to:

  • Streamline new account opening, contract approvals, blotter submissions and more.
  • Route paperwork among advisors and departments for approvals and record those interactions
  • Automate document retention and destruction and reduce audit times
  • Integration electronic file management with CRM, financial planning and portfolio management systems

Download the white paper to learn how to improve your firm’s routine administrative tasks!

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