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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?   |
The Motley Fool
November 2, 2004
Dayana Yochim |
Plan a Painless Demise Do your loved ones a favor. Don't burden them when you expire. |
PC Magazine
July 1, 2003
M. David Stone |
Keep Tracked Changes Is there a way to rebuild the document and keep the individual revisions? |
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. |
The Motley Fool
January 26, 2004 |
Mortality Planning Despite Botox and plastic surgery, you won't live forever. Might as well plan now. |
Investment Advisor
June 2009
Mike Patton |
Temperament & Tools To do the job right, the fiduciary financial planner needs the right temperament, and the right tools. Here's how one advisor does it. |
Financial Planning
February 1, 2011
John Knowlton |
The Power of a POA Convincing your clients to see a lawyer and do the paperwork to designate a power of attorney may not be a financial planner's first responsibility, but it is an important one. |
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
May 4, 2004
Carol Ellison |
Legal Aid CD-based advice can cut your legal costs to a fraction of what you would pay if you walked into a law office cold. |
Macworld
April 5, 2007
Philip Michaels |
Versomatic 1.0 Version-tracking application helps you stay on top of file revisions. |
The Motley Fool
March 23, 2005
Dayana Yochim |
A Silver Lining in the Schiavo Story The Florida woman's plight can help your family avoid adding trauma to tragedy. Verbal contracts are not binding if other parties are involved... and that's why you need a few important documents. |
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 Advisor
April 2008
Gail Liberman |
Power Of Attorney: A Can Of Worms? As the population ages, a power of attorney is becoming a more critical element to any client's financial plan. But this document can be riddled with pitfalls. |
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 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. |
Information Today
August 20, 2007 |
Recommind Introduces Axcelerate eDiscovery Recommind's new document coding and analysis solution, Axcelerate eDiscovery, offers law firms accurate and extensive culling and filtering of virtually all document types. |
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
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. |
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 |
Bank Systems & Technology
March 10, 2004
Cynthia Ramsaran |
What's Up, Docs? Banks move towards electronic systems to manage documents. |
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 Advisor
July 2005
Bruce W. Fraser |
How To Successfully Select An Estate Planning Attorney In this litigious era, there's reason aplenty for having a formal process in place for selecting an estate planning attorney for your financial planning team and not leaving it, say, to a chance meeting of someone at lunch or a seminar who seems to fit the bill. |
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. |
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. |
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. |
D-Lib
Mar/Apr 2014
George V. Landon |
Report on the 2nd International Workshop on Historical Document Imaging and Processing (HIP'13) Technical areas covered in the workshop included information extraction and retrieval; reconstruction and degradation; text and image recognition and segmentation; and layout analysis and databases. |
PC Magazine
March 7, 2008
Neil J. Rubenking |
Can You Bottom-Line That for Me? Microsoft Word 2003 includes a strange but handy feature called AutoSummarize. |
