Laserfiche is an enterprise content management platform that allows organizations to securely manage documents and accelerate process automation management. Laserfiche helps wealth management businesses scale their operations to cross the billion-dollar AUM mark and achieve success in post M&A integration. Along with winning industry awards, Laserfiche has also set the industry standard with a Department of Defense 5015.2-certified records management solution.
Nominated for: Best Financial Advisor or Wealth Management Platform
Laserfiche is the recognized market leader in enterprise content management solutions for wealth management. Its mission is to automate and accelerate a wide variety of business processes across the enterprise, from new account opening to back-office operations. It makes it easy for advisors to capture, audit and retrieve data no matter where it’s created or modified—internally or externally, on paper or electronically, via desktop or mobile app. Using Laserfiche's solutions, advisor firms of every size can quickly create a more agile infrastructure, boost efficiency, improve service, simplify compliance and enhance business value. Its solutions are easy to set up, tightly integrated with existing systems (including CRM), and easily adaptable to a variety of needs.