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.
@Tech Tweets
Document Management
| Name ▼ | Vendor |
| Featured | |
| LaserApp Laser App Anywhere is the purely web based mobile e-forms solution. Current forms are prefilled using existing data from a CRM, saving advisors time & money |  |
| Featured | |
| Laserfiche Since 1987, Laserfiche® has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. Since 1987, more than 32,000 organizations-including over 4,000 financial advisors and RIA firms-have used Laserfiche solutions to streamline document, records and business process management. By digitizing paper archives, Laserfiche enables financial services professionals to find information instantly, quickly prepare for audits and simplify compliance. |  |
| Accent Librarian | Accent Technologies Inc. |
| Cabinet SAFE | Cabinet |
| DocuXplorer Software | Archive Power Systems Inc. |
| eFileCabinet Desktop | eFileCabinet Inc. |
| eFileCabinet Online | eFileCabinet Inc. |
| MyDoX Digital Signatures | SIGNiX Inc. |
| NetDocuments | NetVoyage Corp. |
| Redtail E-mail | Redtail Technology |
| Redtail Imaging | Redtail Technology |
| Satuit SecurePDF | Satuit Technologies Inc. |
| Scan and Organize for ACT! | Allied Financial Software Inc. |
13 results
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.