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.

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Wealth management solutions

Client Onboarding

Provide a seamless onboarding experience. Capture applications through dynamic forms that standardize data, streamlining approval, KYC and AML processes.

Trade Requests

Accelerate executions by centralizing information and automating task assignment. Simplify compliance with enhanced visibility into processes.

Client Experience and Retention

Create a 24/7 self-service portal to give clients instant access to documents and service request forms.

SEC and FINRA Compliance

Slash audit prep time and safeguard client data with records management tools, audit trails and retention schedules.
Stonehage Fleming
“Everything we can think of — whether it involves integration, or it is a simple or complex solution — Laserfiche can do it.” — Gert Bester, IT Business Systems Manager, Stonehage Fleming
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Stonehage Fleming Integrations Drive Operational Excellence

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Increase efficiency organization-wide to provide better service.

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Rehmann

Amy Flourry, Director of Operations

“Laserfiche makes it easy to design processes that our people really want to use.”

Shufro Rose

Vibhaw Arya, Chief Operating Officer

“Our new process saves three people in the back office at least one full work day a month of just having to track down blotters.”

Gitterman & Associates

Jeffrey Gitterman, Founder and CEO

“Laserfiche is as user-friendly as it says it is, but it has the flexibility to separate our information to meet our compliance needs as both an RIA and a broker-dealer.”

About Us

Why Laserfiche

Focus on client needs

Reclaim time to provide more personalized service with process automation tools.

Strengthen compliance

Protect and safeguard sensitive client information throughout its lifecycle.

Improve data integrity

Maintain accuracy and accessibility of client data with a single source of truth.

Customizable integrations

Connect Laserfiche to your CRM and other core systems for a complete view of client data.

分析师和客户的评价

“客户的选择”

“表现出色”

“领导者”

Gartner® 将 Laserfiche 评为 2024 年 Gartner 文档管理魔力象限™ 的领导者。

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在2025年Gartner® Peer Insights™“客户之声 ”报告中，Laserfiche成为 “客户之选”： 文档管理报告。

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被 Nucleus Research CSC Technology Value Matrix™ 评为领先企业。

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获得客户高度评价，平均星级为 4.7，在 G2 网站文档管理类别中排名第一。

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how-to-revolutionize-client-onboarding-in-wealth-management

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.

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Build a Seamless, Integrated New Account Opening Solution with Laserfiche
Webinars Learn More
webinar - automate or die
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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Client Onboarding Made Easy: CRM + Automation in Wealth Management
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