LaserFiche and to Combine Services

Laserfiche announced today the availability of a prepackaged integration with, designed specifically for registered investment advisers (RIAs). 

RIAs will receive open enterprise content management (ECM) from LaserFiche and’s CRM systems.  The goal, according to a press release, is to help RIAs improve client service, enhance employee efficiency, and facilitate compliance. 

Available as both a Web-based and a desktop solution, Laserfiche ECM includes:

  • Document imaging capabilities that enable advisory firms to go paperless
  • Records management automation that lowers the cost of compliance
  • Powerful, DoD 5015.2-certified security features that protect confidential client information
  • Comprehensive auditing and reporting capabilities that monitor all system activity
  • Workflow functionality that enables advisors to automate standard business processes
  • Windows-like interface that minimizes user training and improves productivity right away