Managing and preserving sensitive client data is one of the biggest challenges faced by financial advisors. Every interaction, report, and disclosure must be recorded and stored securely for years in ...

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 ...

As New Year’s resolutions go, “going paperless” is a perennial Top 10 contender, somewhere between “lose weight” and “save money.” But if you’ve ever resolved to digitize your documents before, you’ve ...