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Fintech Integration Marketplace

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Fintech Integration Marketplace / Wealth Management / Analytics

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Laserfiche

Laserfiche is the leading global provider of intelligent content management and business process automation. Through powerful workflows, electronic forms, document management and analytics, Laserfiche eliminates manual processes and automates repetitive tasks, accelerating how business gets done. Laserfiche pioneered the paperless office with enterprise content management more than 30 years ago. Today, Laserfiche is innovating with cloud, machine learning and AI to enable organizations in more than 80 countries to transform into digital businesses.

Website

https://www.laserfiche.com/

Contacts

https://www.facebook.com/laserfiche

https://www.linkedin.com/company/laserfiche/

https://twitter.com/laserfiche

Laserfiche
  • Task Management
  • Reporting
  • Analytics
  • Content Management
  • Document Management
  • Records Management
  • Security
  • Business Process Automation
Laserfiche

Companies that integrate with Laserfiche

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Advisors-Assistant
Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
#CRM
Envestnet | Tamarac
Envestnet | Tamarac
Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.
#Portfolio Management #Billing #CRM #Rebalancing #Trading #Portfolio Reporting
Junxure
Junxure
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm.
#CRM
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
XLR8
XLR8 / Concenter Services
XLR8 is the highly customized solution for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc.
#CRM

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Laserfiche

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