TFA Adds Last Piece of Paperless Platform

Hintze, John
March 2008
Securities Industry News;3/31/2008, Vol. 20 Issue 13, p11
Trade Publication
The article reports that Transamerica Financial Advisors (TFA) is offering its brokers and advisers the tools to create a completely electronic office, from signing documents to managing them through the approval process. It is stated that the TFA Synergy platform does not mean paper is disappearing anytime soon. The platform is being used by Brinker Organization president Joe Brinker and his advisers for imaging and document management.


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