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Financial Advisor
December 2008
Joel Bruckenstein
Beyond Paperless Laserfiche Avante's document management and other features allow advisors to find new ways to structure work flow. mark for My Articles similar articles
Financial Advisor
May 2009
David Lawrence
Worth The Investment The simple truth is that those advisors boasting an efficient document management system can bring their costs way down over time. mark for My Articles similar articles
Financial Advisor
December 2009
Joel P. Bruckenstein
Scanning Through Windows PaperPort Professional 12 has been redesigned from the bottom up to make it more user-friendly. mark for My Articles similar articles
Investment Advisor
February 1, 2011
Dan Skiles
Building an Efficient Document Imaging Strategy The good news regarding document imaging and management is that most advisors are already storing some of their documents electronically. The challenge for advisors is making sure that they have the right system in place for their firm. mark for My Articles similar articles
Financial Advisor
February 2010
Joel P. Bruckenstein
One For The Short List Document management system Image Executive allows advisors to operate more productively, efficiently and securely. mark for My Articles similar articles
Financial Planning
September 1, 2008
Joel P. Bruckenstein
Going Paperless More financial planners are starting to embrace the idea of using a document management system. mark for My Articles similar articles
Financial Advisor
September 2007
Joel Bruckenstein
File Trials Today's regulatory, legal and security environments demand a more robust document management solution and financial advisors who downplay these issues may find themselves doing so at their own risk. mark for My Articles similar articles
Financial Planning
November 1, 2007
Joel P. Bruckenstein
Laserfiche Intuition Laserfiche is perhaps the most widely recognized name in document management among financial services professionals. Here is a product aimed at the sole practitioner or small firm. mark for My Articles similar articles
Financial Planning
December 1, 2008
Joel P. Bruckenstein
Financial Planning's Software Survey 2008 Better technology can reap rewards for advisors.. Read on for the results of the Financial Planning Software Survey. mark for My Articles similar articles
Financial Advisor
October 2010
David J. Drucker
Audit Ready This tool should make your SEC audit go more smoothly. mark for My Articles similar articles
Financial Advisor
November 2006
David L. Lawrence
Relationships Revisited Advisors, here are some CRM options, both old and new. Find one that fits your financial advisory practice. mark for My Articles similar articles
Investment Advisor
September 2005
Melanie Waddell
The Playing Field: The Image is All Important Document imaging is becoming a must-have technical solution for compliance-conscious financial advisors. mark for My Articles similar articles
Financial Advisor
September 2010
David Lawrence
The Need For Simplicity How to prepare reports efficiently while keeping them understandable for clients. First in a two-part article on retirement issues for advisors. mark for My Articles similar articles
Financial Planning
December 1, 2007
Joel P. Bruckenstein
2007 Software Survey For financial planners: What you're using, what you're not -- and how the right programs can improve your efficiency. mark for My Articles similar articles
Financial Planning
January 1, 2007
Joel Bruckenstein
CRM Tools Go Virtual Financial advisors are realizing that web-based programs can be less expensive, less tedious and more flexible. Although online CRM is still developing, industrywide the level of sophistication and usability is improving. mark for My Articles similar articles
Financial Advisor
October 2008
Joel Bruckenstein
The Power Of PDFs Acrobat 9 Pro Extended offers some compelling new features that can be used to enhance a financial advisory practice. mark for My Articles similar articles
Financial Advisor
December 2010
David Lawrence
The Financial Plan Paradox Advisors try to help clients use their resources more efficiently, but often aren't efficient themselves. mark for My Articles similar articles
PC World
April 2004
Richard Jantz
New DocuMate a Fast Read Small-biz scanner produces quick, accurate versions of a variety of document types. mark for My Articles similar articles
PC Magazine
September 13, 2006
M. David Stone
Buying Guide: Document Scanners One of the benefits of creating text-based documents on a computer is that it's easy to find the documents again. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2004
David C. Mayo
PDF Power Adobe Acrobat helps brokers send and manage transaction documents. mark for My Articles similar articles
Financial Advisor
October 2005
David L. Lawrence
An Efficient Financial Plan Production Process For financial advisers, the right software reduces work while making documents look better. A couple of popular choices in this category are MoneyGuidePro... Naviplan Central... Adobe Acrobat 7.0 Professional... etc. mark for My Articles similar articles
PC World
February 23, 2007
Eric Butterfield
Fast and Versatile Scanners for the Office Page scanners can help any business process documents quickly. We review the latest models. mark for My Articles similar articles
PC Magazine
July 21, 2006
M. David Stone
Xerox DocuMate 152 The Xerox DocuMate 152 scanner is both a complete document-management solution and a good choice for convenient desktop scanning to a PC fax modem, e-mail, or elsewhere. mark for My Articles similar articles
Insurance & Technology
July 12, 2006
Maria Woehr
Scanning Time To streamline Sarbanes-Oxley retention and retrieval requirements-induced document processes, AIM Mutual Insurance partnered with document management software provider Laserfiche. mark for My Articles similar articles
PC World
March 2002
Harry McCracken
Get Your Docs in a Row With PaperPort The latest edition of the powerful personal document manager can help you make the most of your scanner... mark for My Articles similar articles
Financial Planning
December 1, 2010
Joel Bruckenstein
Technology Survey 2010 With the renewed interest and investment in advisor technology, we expect to see further gains next year. It is a slow process, but as an industry we are becoming more technologically proficient. mark for My Articles similar articles
PC World
September 29, 2006
Danny Allen
Latest PaperPort Offers More Robust Features Software for paper pushers can boost productivity, but it takes time to learn. mark for My Articles similar articles
Bank Systems & Technology
March 10, 2004
Cynthia Ramsaran
What's Up, Docs? Banks move towards electronic systems to manage documents. mark for My Articles similar articles
PC World
June 2005
Richard Jantz
OCR Upgrade Fast but Not Foolproof Readiris Pro 10 works well on standard character-recognition tasks, but falls short on hand-printed text. mark for My Articles similar articles
Financial Planning
December 1, 2009
Joel Bruckenstein
2009 Software and Technology Survey Welcome to Financial Planning's third annual technology survey, which takes a look at technology trends in financial advisory firms. mark for My Articles similar articles
Financial Advisor
June 2012
David Lawrence
The Right Fit Five steps that will help you choose the best CRM software. mark for My Articles similar articles
Information Today
July 22, 2014
Barbara Quint
Sony Digital Paper E-Reader Reaches Out to Legal Market The company's marketing strategy involves partnerships with leading content management firms or content suppliers. mark for My Articles similar articles
Financial Planning
November 1, 2007
Dan Skiles
Tackling Technology Sharp growth in the financial advisory industry has led to a need for most firms to improve their technology to handle more capacity. The key, however, isn't how much you spend -- it's where and when you spend it. mark for My Articles similar articles
Financial Planning
December 1, 2011
Joel Bruckenstein
Tech Survey From iPads to Androids to cloud providers, technology evolves oh-so-fast, and FP's annual tech survey reveals that advisor technology usage is changing rapidly too. mark for My Articles similar articles
Registered Rep.
April 1, 2008
Christina Mucciolo
The Eclipse of Paper The process of scanning documents and storing them using document-management software has finally taken hold of the mainstream in the brokerage industry. mark for My Articles similar articles
PC World
August 23, 2006
Richard Jantz
IRIS Serves Up Snappy, Accurate OCR Update of optical character recognition program could boost your office's productivity. mark for My Articles similar articles
PC Magazine
September 13, 2006
M. David Stone
Expert View: The True Blue Document Scanner There must be a simple, one-step option to scan, recognize, and save the file. mark for My Articles similar articles
Financial Advisor
December 2005
David L. Lawrence
Updating Your Update Reports Having systems and procedures in place to produce an update report that looks professional, is accurate and efficiently produced, and meets the needs of your financial advisory clients, without placing an undo burden on your staff or you, is worth considering. mark for My Articles similar articles
PC World
May 2003
Steve Bass
A New Way to Tame Your Paper Tiger PaperPort Deluxe 9 turns your scanner into a true productivity tool. mark for My Articles similar articles
PC World
October 11, 2000
William Van Winkle
The Paperless Office Vexes and Indexes Computhink's The Paperless Office is a complex and powerful document management solution, but it has a few quirks. mark for My Articles similar articles
Financial Advisor
March 2011
David Lawrence
Open For Business More software firms that serve advisors are making it easier for them to integrate programs developed by others. mark for My Articles similar articles
PC Magazine
June 11, 2010
M. David Stone
Canon imageFormula DR-2020U The Canon imageFormula DR-2020U offers fast scans with extraordinarily fast text recognition. mark for My Articles similar articles
PC Magazine
February 3, 2004
M. David Stone
OCR Packages Get Serious Abbyy and ScanSoft have both added more horsepower to their high-end suites, but one finished ahead by a nose in our tests. mark for My Articles similar articles
Financial Advisor
July 2008
David Lawrence
Keeping The Record Straight Financial Planning Association President Mark Johannessen and Andrew J. "Buddy" Donohue, director of the investment management division of the U.S. Securities and Exchange Commission, discuss current regulatory issues affecting the financial planning profession. mark for My Articles similar articles
PC Magazine
June 22, 2005
M. David Stone
Undiscovered Microsoft Office Extras The leading productivity suite includes a slew of little-known but effective tools. mark for My Articles similar articles
Macworld
March 2004
Christopher Breen
Readiris Pro 9 OCR Application Offers Improved Accuracy, Has Some Quirks mark for My Articles similar articles
Bank Technology News
January 2010
John Adams
Stay at Home, Bank Auditor Reliance Bank uses document management software to allow three of its four yearly "hired" audits to be done remotely via a mailed disk containing images of thousands of internal loan documents, saving time and money. mark for My Articles similar articles
Bio-IT World
April 16, 2004
Salvatore Salamone
Documents Under New Management Life science companies are turning to document or content management systems with workflow features to run more efficient organizations. mark for My Articles similar articles
On Wall Street
August 1, 2012
Todd Colbeck
Taking Your Office Paperless Are you using a typewriter or PC in the workplace? If you are using a typewriter, you can skip this article. If you are using a PC, it is time to digitize your business. mark for My Articles similar articles
T.H.E. Journal
April 2001
Focus on Copiers: Xerox Xerox's Document Centre 480 is the final device in the 400 series of printer-copiers, and includes software that enhances individual and enterprise document management and knowledge sharing... mark for My Articles similar articles