Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Financial Advisor December 2008 Joel Bruckenstein	Beyond Paperless Laserfiche Avante's document management and other features allow advisors to find new ways to structure work flow.
Financial Advisor March 2010 David Lawrence	A Key To Efficiency Advisors today have many choices when it comes to document management software.
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 December 2009 Joel P. Bruckenstein	Scanning Through Windows PaperPort Professional 12 has been redesigned from the bottom up to make it more user-friendly.
Financial Advisor July 2009 Joel P. Bruckenstein	Formatting Fallacies For advisory businesses, choosing between TIFFs or PDFs for business records means understanding their pros and cons.
Financial Advisor October 2010 David J. Drucker	Audit Ready This tool should make your SEC audit go more smoothly.
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.
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 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 October 2008 Joel Bruckenstein	The Power Of PDFs Acrobat 9 Pro Extended offers some compelling new features that can be used to enhance a financial advisory practice.
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.
CRM February 1, 2008 Phillip Britt	Burning Up the Paper Trail Origen Financial turns to automation to minimize a mountain of mortgage paperwork.
Financial Advisor August 2005 David L. Lawrence	E-mail Storage And Retrieval Solutions As most financial advisors know, the Sarbanes-Oxley Act (SOX) and SEC rules on electronic communication have produced new challenges and, potentially, increased operational expenses. Here are some solutions.
InternetNews June 7, 2004 Clint Boulton	Adobe Launches PDF Platform For Web Services Adobe moves its portable document format closer to a Web service.
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.
InternetNews November 17, 2006 Andy Patrizio	Adobe Right Management Server Extends to Office Adobe Systems has released LiveCycle Policy Server 7.2, an update to its enterprise rights management software that adds fine-grain encryption and protection to document files.
Financial Advisor December 2010 David Lawrence	The Financial Plan Paradox Advisors try to help clients use their resources more efficiently, but often aren't efficient themselves.
Bank Systems & Technology March 10, 2004 Cynthia Ramsaran	What's Up, Docs? Banks move towards electronic systems to manage documents.
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?
Commercial Investment Real Estate Jan/Feb 2004 David C. Mayo	PDF Power Adobe Acrobat helps brokers send and manage transaction documents.
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.
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.
Bank Systems & Technology May 10, 2010 Penny Crosman	First iPad App for Loan Documents Launches Borrowers can review the documents on the tablet, sign directly on the iPad and electronically complete the process.
On Wall Street August 1, 2012 Todd Colbeck	Taking Your Office Paperless Are you using a typewriter or PC in the workplace? If you are using a typewriter, you can skip this article. If you are using a PC, it is time to digitize your business.
Information Today November 6, 2008	Automatic Categorization Added in Hot Neuron's Clustify 2.0 Hot Neuron, LLC announced the release of version 2.0 of its Clustify document clustering software, which features automatic document categorization and other tools to help corporations and law firms explore and organize large document sets.
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
PC World October 11, 2000 William Van Winkle	The Paperless Office Vexes and Indexes Computhink's The Paperless Office is a complex and powerful document management solution, but it has a few quirks.
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.
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.
InternetNews January 11, 2006 David Ian Miller	Adobe's DRM Push Is Adobe Systems deliberately stomping on Microsoft's technological toes or just breaking into the profitable digital rights management marketplace?
Wall Street & Technology February 27, 2005 Mark M. Davydov	Beyond EAI During the past few years, the financial-services industry invested significant resources in implementing enterprise application integration (EAI) technology solutions.
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.
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.
T.H.E. Journal March 2000	University of Utah Saves Time and Paper
PC Magazine September 13, 2006 M. David Stone	Expert View: The True Blue Document Scanner There must be a simple, one-step option to scan, recognize, and save the file.
InternetNews March 8, 2004 Clint Boulton	Adobe Adds New Dimension to Forms Software Barcodes address problems associated with manual data entry in a market where Microsoft and Macromedia also play.
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...
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...
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.
CIO September 15, 2001 Ian Springsteel	Are You Sure You Want to Save That? At most companies, managing electronic records means backing up everything in case disaster strikes. But that can get you in trouble, too, if you don't know what you're saving and why...
Financial Advisor March 2008 Joel Bruckenstein	Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers.
Macworld March 28, 2005 Ross Tibbits	PDFpen 2.0.1 PDF pen lets you organize multi-page PDF files with smooth drag-and-drop simplicity.
InternetNews November 15, 2004 Michael Singer	Adobe's Acrobat Flips For Collaboration In its quest for the paperless office, Adobe Systems is gearing up for sweeping changes to its Acrobat and Reader platforms.
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 October 1, 2008 Jane Worthington	Document Requests Every registered advisor can expect an SEC staff examination and document request. To ease your firm through the process of delivering the documents in a timely manner, it's important to ensure that documents are easily accessible.
Financial Advisor June 2006 David L. Lawrence	Is Your Data Secure? Effective -- and cost-efficient -- tools to help your computer system keep its secrets. Adobe Acrobat Professional version 7.0... Tritton Simple NAS... Beyond Micro BME3.5 external enclosure... Winmagic MySecureDoc Personal Edition... etc.
Investment Advisor February 2008 Thomas D. Giachetti	Is an IPS the Answer? Investment Policy Statements can be helpful, but remember, longer documents aren't always better.
Financial Advisor June 2008 David Lawrence	Keeping It Private In this age of malicious software, computer viruses, and other means of stealing information, it should seem obvious to most financial advisors to take steps to protect client and firm data. Yet many firms still do not do this.
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.