Laserfiche - Press Release

LONG BEACH, Calif.–(BUSINESS WIRE)–Laserfiche®, an electronic document management system (EDMS) firm, today announced its integration with CRM Software (Junxure), a total office management package for investment advisory firms. The availability of this integration is important to financial services firms because it streamlines their business processes.

Laserfiche and CRM are members of “Your Silver Bullet” (www.yoursilverbullet.net), a membership organization committed to making separate software programs “play well” together; so that financial advisors can spend more of their time managing their client’s money and not managing incompatible software.

Greg Friedman, a principal of CRM Software and one of the founders of Your Silver Bullet, said, “Integrating Laserfiche’s document management technology with CRM is a powerful enhancement for efficiencies and client service. Advisors will be able to respond to client requests for information in real time, without leaving their desks. Advisors have been looking for this type of integration from leading technology companies for years and we are very excited to provide it.”

With the integration, Junxure users can now automatically access documents using Laserfiche technology via one click access. The integration will allow RIAs using Junxure and Laserfiche to:

* Streamline back office workflow;
* Increase productivity; and
* Improve profitability through overhead reduction.

“The integration of Laserfiche and CRM Software is an important step to providing financial advisors with ‘best of breed’ back office solutions that improve their productivity and increase their bottom lines,” said Chris Wacker, Senior Vice President of Business Development at Laserfiche. “Advisors can scan in and auto index their documents for automatic filing by client name and then pull them up in their CRM Junxure, using the powerful search and retrieval features of Laserfiche.”

The Laserfiche – Junxure integration will be on display at the Schwab IMPACT conference in Las Vegas on October 28-31.