Empower Advisors To Focus On The Client Experience

Support advisors and streamline back-office operations. Laserfiche’s enterprise content management platform and cloud-driven process automations help eliminate manual and repetitive tasks, so your advisors can focus on client engagement.

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Trusted by wealth management firms that are prioritizing digital transformation:

Implement a Digital Experience for Increased Client Satisfaction

Low-code process automation tools like Laserfiche Forms provide an intuitive and easy-to-use platform for smooth client engagement. Automated workflows eliminate manual steps in client-facing processes by pre-populating information and digitizing the review and approval stages.

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Free Up Time for Advisors and Back-Office Employees to Reduce Operational Costs

Cloud- and AI-driven tools like Laserfiche Intelligent Content Capture enable employees to unlock valuable information buried in both structured and unstructured data to trigger automated workflows, avoid manual re-keying of information among applications and facilitate automated review and approvals.

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Simplify Audits and Reduce Risk of Non-Compliance

Permission-based, secure data collaboration on a centralized platform retains all types of communication and documentation along with metadata and audit trail. Laserfiche Records Management helps address the compliance challenges imposed by the SEC and FINRA.

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Easily Establish a Digital Ecosystem with Low-Code Integrations

Low-code integration tools like iPaaS and direct API integrations enable you to connect Laserfiche with other third-party applications like Advisor Engine, SalesForce®, Laser App®, Microsoft Dynamics®, Redtail® and DocuSign® to establish a cohesive and integrated tech stack. Advisors and back-office employees can also leverage prebuilt solution templates to jumpstart transforming operations.

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Hear From Our Customers About Laserfiche

Shufro Rose

Vibhaw Arya: Chief Operating Officer, Shufro Rose

“Laserfiche is our firm’s document management system. It has also served as a workflow tool for processes like money movement, account opening/maintenance, and investment policy statement generation integrated with DocuSign. These workflows, with complete audit trails, have been empowered by process automation to help alleviate the administrative burden for our teams to spend more time serving our clients.”

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Gitterman & Associates Wealth Management, LLC

Jeffrey Gitterman: Founder and CEO, Gitterman & Associates Wealth Management, LLC

“Laserfiche is a huge help from a compliance side… We went through six months of FINRA audits and they basically put me out of business for six months. If we already had Laserfiche, it wouldn’t have been a tenth of the nightmare it was.”

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Shareholders Service Group

Dan Skiles: Executive Vice President, Shareholders Service Group

“Laserfiche was such a critical component because everything that FINRA wanted for their regular audit related to our documents. Everything they asked for – new account applications, client authorizations and agreements, transfer instructions – was in Laserfiche and we were able to provide it to them electronically. Laserfiche certainly knew FINRA and understood the importance of the documents that we use to run our business.”

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Rehmann

Amy Flourry: Director of Operations, Rehmann

“The integration between Laserfiche and customer relationship management (CRM) software empowers Rehmann to open 400 new accounts and bring in $200 million new assets in 2022 alone.”

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Choreo

Nick Tanner: Senior Director Technology Platform, Choreo

“You can build an electronic form very easily and have it up and running in a couple of hours, and reports are very easy to produce.”

Explore More Resources for Wealth Management

Come by Laserfiche’s Booth at WealthStack 2023
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Process Automation
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Speak with our Laserfiche Financial Services experts to learn how we can support your on-going digital transformation.

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