Wealth Management

Engage Clients, Maximize Efficiency

Get a complete view of client data. Free employees from repetitive tasks to focus on service with client-centric ECM.

Wealth management solutions

About Us

Why Laserfiche

From analysts and customers

Gartner® named Laserfiche a Leader in the 2024 Gartner Magic Quadrant™ for Document Management.

Laserfiche is a Customers’ Choice in the 2025 Gartner® Peer Insights™ ‘Voice of the Customer’: Document Management report.

Emotional Footprint 2025 Award

Laserfiche named 2025 Emotional Footprint Champion by Info-Tech Research Group in the Enterprise Content Management – Enterprise category.

Highly rated by customers, with a 4.7 average star rating and #1 in the Document Management category on G2.

Named a Leader in the Nucleus Research CSC Technology Value Matrix™.

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Featured Resource

Revolutionize client onboarding

The client onboarding process can make or break your chances of forging a lasting client relationship. Pinpoint inefficiencies in your onboarding process and learn how to address them with automation.

Build a Seamless, Integrated New Account Opening Solution with Laserfiche
Webinars Learn More
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Automate or Die – The New Reality for Wealth Management Businesses
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Embrace The Game Changer: Transform Wealth Management Operations with AI-Driven Process Automations
Embrace The Game Changer: Transform Wealth Management Operations with AI-Driven Process Automations
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6 Ways the Right Records Management Solution Can Streamline Financial Services Operations
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Low-Code-No-Code: The Game Changer for Resource-Strapped Financial Institutions
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Luminus Financial
Client Onboarding Made Easy: CRM + Automation in Wealth Management
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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.