How to Solve Your Financial Services Problems

How to Solve Your Financial Services Problems

Using the correct document management system will be crucial in solving some of the biggest challenges that certified financial planners and wealth management professionals face daily. The rules and regulations surrounding the financial industry have changed, and...
How Your Job is Literally Ruining Your Life

How Your Job is Literally Ruining Your Life

I can practically hear the retort with my own two ears, even though you’re merely thinking it: No way! My job is where I earn my paycheck. How could it be ruining my life? Because your paycheck is much smaller than it could be, and because you and the executives above...
2017’s Important Electronic Document Filing Features

2017’s Important Electronic Document Filing Features

Electronic document filing practices will be redefined in 2017, perhaps even becoming the year where information management is turned on its head. The following features will likely be of specific importance. Be sure to include them in your documentation strategy...