posted on June 27, 2016
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Wealth management firms can face a wide range of bottlenecks in their day-to-day operations. Inaccessibility to client information, advisor communication breakdowns and slow processing of client files are just a few issues that can impede a firm’s long term growth.
Read this new, complimentary InvestmentNews research to learn how five advisory firms—both large and small—have used Laserfiche to address bottlenecks within process such as:
- New account opening
- Client reporting
- Compliance
- And more
The whitepaper, entitled Eliminating Five Common Advisory Firm Bottlenecks, features expert insight from Hanson McClain, Budros, Ruhlin & Roe, Semper Augustus Investments Group, LLC—and more.
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