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News & Commentary
Content tagged with Asset Management posted in April 2007
Laserfiche Pushes Its Paperless Vision on Investment Advisors
News  |  4/3/2007  | 
Registered investment advisors, the 10,000 small firms that now manage over $1.7 trillion in assets, talk a lot about the paperless office at conferences and such, but apparently are slow to adopt it. "RIAs are small businesses where the owner ends up acting as CTO and making all the technology decisions," says Timothy Welsh, president of Nexus Strategy, a technology consulting firm to RIAs. "Many use the Advent portfolio management system and a CRM program like Goldmine. Managing paper is one o

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