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INTEGRATION RELATIONSHIPS

Laserfiche

Laserfiche document management software reduces compliance burdens while streamlining business processes, increasing profitability and improving customer service.

Laserfiche's open architecture enables seamless integration with practice management, CRM and portfolio management software. Web-based, secure thin-client options promote fast deployment and improve communications between field reps and the home office. Comprehensive security protects records and maintains accountability, easing regulatory compliance. A resource for over 23,000 public- and private-sector organizations worldwide, Laserfiche helps financial services institutions run smarter.

We "play well" with these other software programs . . .

 

 



CRM / OFFICE MANAGEMENT
INTEGRATIONS
Integration
Integration

OTHER ADVISOR SERVICES
INTEGRATIONS
Integration


 


OTHER ADVISOR SERVICES
ACT!
Advent
Advisors Assistant
ARX CoSign
Brokerage Builder
CAESAR
eCopy
EZ Data
Microsoft Access
Quik! Forms Library
Win-Ops