Put Your Document Management Software to Its Best Use

King, Rebeca
July 2011
Journal of Financial Planning;Jul2011 Practice Management Solutis, p14
Academic Journal
The article focuses on the benefits of using the document management software for the financial advisers as revealed in the Financial Planning Association (FPA)-ActiFi Adviser Technology Reports in the U.S. The software has been viewed effective in organizing and managing files while fulfilling the compliance requirements. The users cite the benefits of the document management software such as the increased productivity, more effective client service and increase in revenue. Moreover, the filing capacity of the software provides more effective client service.


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