TITLE

Put Your Document Management Software to Its Best Use

AUTHOR(S)
King, Rebeca
PUB. DATE
July 2011
SOURCE
Journal of Financial Planning;Jul2011 Practice Management Solutis, p14
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
62826785

 

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