ROI for RIAsDownload your copy of the white paper today!

Making sure every client file is tracked and stored correctly can be costly and time-consuming. In fact, financial advisory firms that use paper records are missing out on a 9% return to their bottom line.

Download this free white paper to learn how to create more efficient, compliant paperwork processes for your advisors, clients and administrative staff.

Learn how to:

  • Streamline new account opening, contract approvals, blotter submissions and more.
  • Route paperwork among advisors and departments for approvals and record those interactions
  • Automate document retention and destruction and reduce audit times
  • Integration electronic file management with CRM, financial planning and portfolio management systems

Download the white paper to learn how to improve your firm’s routine administrative tasks!

Download your copy!

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