Tech Bits appears on the web and in IN Daily every Friday. Comments are welcome at IN Editor@InvestmentNews.
Tech Bits
Davis Janowski
Laserfiche document management system now integrated with Junxure CRM software
Laserfiche of Long Beach Calif., an electronic-document-management system firm, announced this week that the latest version of its software, Laserfiche 8, now integrates seamlessly with the latest version of Junxure, a product of CRM Software Inc. of Palm Beach Gardens, Fla., a popular customer relationship management software package for financial advisory firms.
This integration is available free of charge through the remainder of 2008.
Firms that use both Junxure and Laserfiche will have fully integrated document and content management, as well as document imaging, improved security, backup and e-discovery preparation capabilities.
By way of background, both Laserfiche and Junxure are members of the Portola Valley, Calif.-based Your Silver Bullet industry organization, whose mission is the fostering of interoperability between software programs across the advisory industry.
For more information, visit Laserfiche and Junxure online.
New version of Cheshire Wealth Manager available; offers enhanced insurance needs analysis, audit trails
Cheshire Software Inc. based in Newton Highlands, Mass., has released the latest version of their Cheshire Wealth Manager financial planning software.
The software provides advisers with the ability to generate complex lifetime plans and simple goal-based plans, as well as printed financial plans replete with clear, colorful graphics.
This version determines a client’s need for life insurance, disability insurance, as well as audit trail features.
A 30-day free trial download is available. A full license is $900 per year, including updates and technical support.
An assistant’s license is $150 per year.
For more information, visit Cheshire Software online.
San Diego Supercomputer Center to make redlining grids available to foreclosure researchersCaringo online.
Davis D. Janowski is the technology reporter for InvestmentNews.
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