Featured Research

The 2013 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Document management


By Laserfiche

3545 Long Beach Blvd.

Long Beach, CA 90807



Since 1987, Laserfiche has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. More than 32,000 organizations-including over 4,000 registered investment advisors, financial advisors and broker-dealers-use Laserfiche® software to streamline document, records and business process management. The Laserfiche ECM system is designed to give IT managers central control over their information infrastructure, including standards, security and auditing, while still offering business units the flexibility to react quickly to changing conditions. The Laserfiche product suite supports Microsoft® SQL and Oracle® platforms. Laserfiche enables financial services professionals to quickly prepare for audits and make better-informed decisions. Secure Web access enables information sharing with remote offices, business partners and clients, while comprehensive security ensures compliance with government- and industry-mandated standards.

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Contact for Additional Product Information

Michael Laks

Financial Program Strategist

(562) 988-1688, ext. 211


To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or areid@investmentnews.com.