“[Laserfiche] has been in the business for a long time…They understand the needs of advisors. And they’ve put together digital filing systems for literally hundreds of financial firms.”
Joel Bruckenstein, founder of Technology Tools for Today
“The latest iteration of Laserfiche’s document management system incorporates an extensive business process library with configurable templates enabling financial services organizations to quickly optimize a variety of business processes, including account onboarding, contract management and accounts payable.”
WealthManagement.com Industry Awards 2015, 2016, 2018, 2019, 2020, 2021 and 2022
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