Solution introduction
Improve client service, attract top advisors and satisfy audit requirements.
Reduce the costs of managing paperwork.
Streamline time-intensive business processes, including new account opening, suitability approval and exception handling.
Simplify audits and control compliance costs.
Track all transactions and communication to comply with SEC and FINRA policies.
Streamline client review and approvals.
Instantly transfer, view and verify client paperwork.
Integrate with CRM and wealth management systems.
Create one technology hub for advisor productivity by integrating Laserfiche with key applications like Junxure®, SalesForce®, Laser App® and Microsoft Dynamics®.
