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Laserfiche empowers millions of organizations across hundreds of industries just like yours.
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Tackle compliance challenges with automated records retention features, readily available audit reports and designated third party services—all backed by industry-leading AWS cloud security.
Named as a leading app for advisors by The Wall Street Journal and a 2018 WealthManagement.com Industry Awards Winner, Laserfiche makes opening new accounts easy.
Streamline time-intensive business processes, including new account opening, suitability approval and exception handling.
Track all transactions and communication to comply with SEC and FINRA policies.
Instantly transfer, view and verify client paperwork.
Create one technology hub for advisor productivity by integrating Laserfiche with key applications like Junxure®, SalesForce®, Laser App® and Microsoft Dynamics®.