RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

Vector Solutions, a leader in eLearning and performance support, provides award-winning SaaS solutions for public safety agencies through its TargetSolutions brand. Vector Solutions offers ...

Between finding new clients, completing paperwork, and maintaining compliance, advisors often spend more time on back-end tasks than actually interacting with their clients. In fact, surveys have ...

Using automation to make records 'meaningful' In light of providers' concerns with financial incentives tied to meaningful use of health IT, document management systems can help organizations achieve ...

Forty-eight percent of workers struggle to find files, 45 percent of SMBs still use paper, and e-signatures can boost close ...

There are many reasons for businesses to manage electronic files and digitize their documents. Creating a structure to organize and share information is one benefit; as is reducing paper, creating ...