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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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Financial Advisor October 2010 David J. Drucker |
Audit Ready This tool should make your SEC audit go more smoothly.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
PC World April 2004 Richard Jantz |
New DocuMate a Fast Read Small-biz scanner produces quick, accurate versions of a variety of document types.  |
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.  |
Commercial Investment Real Estate Jan/Feb 2004 David C. Mayo |
PDF Power Adobe Acrobat helps brokers send and manage transaction documents.  |
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.  |
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.  |
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.  |
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.  |
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...  |
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.  |
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.  |
Bank Systems & Technology March 10, 2004 Cynthia Ramsaran |
What's Up, Docs? Banks move towards electronic systems to manage documents.  |
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.  |
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.  |
Financial Advisor June 2012 David Lawrence |
The Right Fit Five steps that will help you choose the best CRM software.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Macworld March 2004 Christopher Breen |
Readiris Pro 9 OCR Application Offers Improved Accuracy, Has Some Quirks  |
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.  |
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.  |
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.  |
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...  |