Laserfiche8, Cheshire, and archival docs

Laserfiche, an electronic-document-management system firm, announced this the latest version of its software.
MAY 30, 2008
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. Read our weekly online columns: MONDAY: IN Practice by Maureen Wilke WEDNESDAY: OpINion Online by Evan Cooper THURSDAY: IN Retirement FRIDAY: Tech Bits by Davis. D. Janowski

Latest News

 Zocks, Jump expand advisor reach with new enterprise integrations
Zocks, Jump expand advisor reach with new enterprise integrations

Zocks has inked an exclusive partnership with mega-RIA Hightower, while Jump becomes the choice AI operating system for Equitable Advisors' field force.

SEC moves to scrap climate disclosure rules for public companies
SEC moves to scrap climate disclosure rules for public companies

The agency's proposal to rescind the contentious 2024 Biden-era mandate opens up a 60-day public comment period.

EverNest joins Focus after bitter split with Sanctuary Wealth
EverNest joins Focus after bitter split with Sanctuary Wealth

The Carmel, Indiana RIA grew nearly 150% in assets since severing ties with its first backer following a FINRA dispute.

Advisor moves: Wells Fargo welcomes back $550M advisor duo from Ameriprise
Advisor moves: Wells Fargo welcomes back $550M advisor duo from Ameriprise

Meanwhile, Raymond James' employee arm adds a defector from D.A. Davidson, and South Carolina-based RIA Ballast Rock Private Wealth recruits a new advisor.

JPMorgan contests $4.25M order over LA advisor's Super Bowl spending
JPMorgan contests $4.25M order over LA advisor's Super Bowl spending

A FINRA arbitration panel sided with a former wealth manager fired over a $642 deli platter and a disputed client event.

SPONSORED Estate planning isn't a service add-on. It's your retention strategy.

As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.

SPONSORED Why strategy matters more than performance

In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.