| Similar Articles |
|---|
 |
Financial Planning
November 1, 2007
Joel P. Bruckenstein |
Laserfiche Intuition Laserfiche is perhaps the most widely recognized name in document management among financial services professionals. Here is a product aimed at the sole practitioner or small firm.   |
Financial Advisor
March 2010
David Lawrence |
A Key To Efficiency Advisors today have many choices when it comes to document management software. |
Financial Advisor
February 2010
Joel P. Bruckenstein |
One For The Short List Document management system Image Executive allows advisors to operate more productively, efficiently and securely. |
Financial Advisor
October 2010
David J. Drucker |
Audit Ready This tool should make your SEC audit go more smoothly. |
Financial Advisor
May 2009
David Lawrence |
Worth The Investment The simple truth is that those advisors boasting an efficient document management system can bring their costs way down over time. |
Financial Planning
September 1, 2008
Joel P. Bruckenstein |
Going Paperless More financial planners are starting to embrace the idea of using a document management system. |
Financial Advisor
September 2007
Joel Bruckenstein |
File Trials Today's regulatory, legal and security environments demand a more robust document management solution and financial advisors who downplay these issues may find themselves doing so at their own risk. |
Investment Advisor
February 1, 2011
Dan Skiles |
Building an Efficient Document Imaging Strategy The good news regarding document imaging and management is that most advisors are already storing some of their documents electronically. The challenge for advisors is making sure that they have the right system in place for their firm. |
Financial Advisor
July 2008
David Lawrence |
Keeping The Record Straight Financial Planning Association President Mark Johannessen and Andrew J. "Buddy" Donohue, director of the investment management division of the U.S. Securities and Exchange Commission, discuss current regulatory issues affecting the financial planning profession. |
Investment Advisor
September 2005
Melanie Waddell |
The Playing Field: The Image is All Important Document imaging is becoming a must-have technical solution for compliance-conscious financial advisors. |
Financial Planning
December 1, 2008
Joel P. Bruckenstein |
Financial Planning's Software Survey 2008 Better technology can reap rewards for advisors.. Read on for the results of the Financial Planning Software Survey. |
Financial Advisor
October 2005
David L. Lawrence |
An Efficient Financial Plan Production Process For financial advisers, the right software reduces work while making documents look better. A couple of popular choices in this category are MoneyGuidePro... Naviplan Central... Adobe Acrobat 7.0 Professional... etc. |
Financial Planning
December 1, 2007
Joel P. Bruckenstein |
2007 Software Survey For financial planners: What you're using, what you're not -- and how the right programs can improve your efficiency. |
Investment Advisor
May 2007 |
Upgrades LaserFiche, the dominant player in the document management business, has launched a campaign to educate RIAs... In early April, Charles Schwab launched three new index funds... etc. |
Registered Rep.
April 1, 2008
Christina Mucciolo |
The Eclipse of Paper The process of scanning documents and storing them using document-management software has finally taken hold of the mainstream in the brokerage industry. |
Financial Advisor
December 2005
David L. Lawrence |
Updating Your Update Reports Having systems and procedures in place to produce an update report that looks professional, is accurate and efficiently produced, and meets the needs of your financial advisory clients, without placing an undo burden on your staff or you, is worth considering. |
InternetNews
June 7, 2004
Clint Boulton |
Adobe Launches PDF Platform For Web Services Adobe moves its portable document format closer to a Web service. |
PC Magazine
June 22, 2005
M. David Stone |
Undiscovered Microsoft Office Extras The leading productivity suite includes a slew of little-known but effective tools. |
CRM
December 23, 2011
Peter Mollins |
Staying in Control: Managing Sales and Marketing Documents Document management tools allow teams to access, store, and collaborate content from the public or private cloud. |
Bank Technology News
January 2010
John Adams |
Stay at Home, Bank Auditor Reliance Bank uses document management software to allow three of its four yearly "hired" audits to be done remotely via a mailed disk containing images of thousands of internal loan documents, saving time and money. |
Insurance & Technology
July 12, 2006
Maria Woehr |
Scanning Time To streamline Sarbanes-Oxley retention and retrieval requirements-induced document processes, AIM Mutual Insurance partnered with document management software provider Laserfiche. |
Financial Planning
December 1, 2009
Joel Bruckenstein |
2009 Software and Technology Survey Welcome to Financial Planning's third annual technology survey, which takes a look at technology trends in financial advisory firms. |
T.H.E. Journal
April 2001 |
Focus on Copiers: Xerox Xerox's Document Centre 480 is the final device in the 400 series of printer-copiers, and includes software that enhances individual and enterprise document management and knowledge sharing... |
PC Magazine
December 22, 2004
M. David Stone |
Exploring Document Properties Take advantage of a little-known Word feature to make dealing with files much easier. |
Financial Advisor
September 2010
David Lawrence |
The Need For Simplicity How to prepare reports efficiently while keeping them understandable for clients. First in a two-part article on retirement issues for advisors. |
CIO
January 15, 2002
Simone Kaplan |
Management by Any Other Name? The line between the document management and content management markets is growing fuzzier by the day... |
Linux Journal
March 7, 2006
Bruce Byfield |
OOo Off the Wall: That's Your Version--Document Control in OOo Writer Learn how to use OpenOffice.org Writer's version control tools to keep track of who made which changes and when, without diving into big CMS applications. |
Financial Planning
December 1, 2011
Joel Bruckenstein |
Tech Survey From iPads to Androids to cloud providers, technology evolves oh-so-fast, and FP's annual tech survey reveals that advisor technology usage is changing rapidly too. |
Investment Advisor
August 2009
Adam Moseley & Wade Spencer |
New Day, New Tools With budgets tighter than ever these days, many advisory firms have found it difficult to pursue new technology initiatives and make new purchases. |
Insurance & Technology
June 13, 2005
James Watson Jr. |
Managing the Transformation From Paper to Digital Delivery What have been the barriers to achieving success with electronic document delivery? |
Registered Rep.
February 22, 2012
Timothy D. Welsh |
Letter From Dallas: Day Three at T3 -- a Fidelity Robot in the Hall Despite predictions that the crowd would thin on the last day of the Technology Tools for Today (T3) conference after a big night of revelry, advisors, hungry for more technology content, packed the opening keynote speeches. |
Investment Advisor
November 2009 |
Upgrades Advisor Products: Laserfiche introduces PhotoDocs, a new document capture system... Fidelity's National Financial has debuted its Bank Deposit Sweep Program... Morningstar is beta testing a new product called Morningstar QuoteSpeed... more... |
BusinessWeek
April 19, 2004
Stephen H. Wildstrom |
Don't Let Word Give Away Your Secrets Hidden data can reveal too much about a document's murky past |
Financial Planning
March 1, 2011
Joel P. Bruckenstein |
Efficiency: Hitting the Tech Target Some advisors are still balking at portfolio rebalancing tools and automated workflow technology that could make their practice more profitable. |
Insurance & Technology
January 5, 2007
Chris Smith |
Content Management And BPM Converge Moving into 2007, insurers should be looking at ways to further integrate document and business processes, creating fully automated, end-to-end document and content solutions. |
Bank Systems & Technology
March 10, 2004
Cynthia Ramsaran |
What's Up, Docs? Banks move towards electronic systems to manage documents. |
Financial Advisor
March 2011
David Lawrence |
Open For Business More software firms that serve advisors are making it easier for them to integrate programs developed by others. |
Investment Advisor
June 2010
Angela Herbers |
The Fast Track: American Standard Comp tables based on surveys of advisory firms won't help you find the right salary range for your firm if those firms are over- or underpaying. |
Investment Advisor
March 2008 |
Upgrades Business news: TD Ameritrade has completed its purchase of Fiserv's Investment Support Services... Laserfiche introduced the latest version of its document management software... Schwab Funds introduces two new fundamental index funds... |
PC Magazine
August 17, 2005
Neil J. Rubenking |
Protect Shared Documents I want to protect Microsoft Word and Excel files from any changes when I send them to other people. Is there some way to lock the format and content when I send them to others? |
PC World
February 20, 2002
Jim Welp |
Office XP Tips: Managing Long Word Documents Sick of scrolling? Word's Document Map helps you navigate big files... |
D-Lib
Mar/Apr 2009
George V. Landon |
Toward Digitizing All Forms of Documentation Techniques to digitize numerous forms of documentation, including deteriorated manuscripts and photography. |
Financial Advisor
December 2007 |
Letters to the Editor Let's Be Logical... Important Issues... Feeling Betrayed... etc. |
Registered Rep.
September 24, 2015 |
The 2015 Wealth Management Industry Awards Winners Companies like Charles, Schwab, Fidelity, and Betterment are profiled for their achievements in financial services. |
Investment Advisor
October 2007 |
Upgrades LaserFiche has rolled out Intuition... Several mutual funds have begun providing risk/return information using XBRL interactive data... etc. |
PC Magazine
January 1, 2008
Matthew D. Sarrel |
Use Office to Collaborate on Projects Use the collaboration features in Microsoft Office to track the development of a document. |
Financial Advisor
April 2007
William Glasgall |
Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change. |
Bank Technology News
May 2011
John Adams |
Reining In Mobile Data Bank IT execs don't have to be control freaks to worry about the rapidly multiplying risks that result from the use of mobile devices outside the firewall by both executives and consumers. |
Investment Advisor
July 2009 |
Upgrades What's going on: Pershing LLC has rolled out its NetX360 technology platform... Kohlberg Kravis Roberts announces an agreement with Fidelity Investments... Vanguard plans to merge funds... Laserfiche introduces Avante... more... |
Financial Advisor
November 2007 |
Advisor Emporium Pershing Offers New Analytical Tools... Restricted Stock... Partnership Provides Retirement Income Plans... Document Firm Digitalizes Handwriting... etc. |
