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The 2011 InvestmentNews RIA Technology Study features:
TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors. Their advanced technology platform, coupled with personal support from their dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients.
Since 1987, Laserfiche® has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. More than 30,000 organizations worldwide, including numerous investment advisors, financial advisors and broker-dealers, use Laserfiche software to streamline document, records and business process management.