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Whether you work for a law firm or an RIA, we've compiled a wealth of resources that all focus on one main goal: helping you enjoy the way you work.

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Archive for the ‘Documents’ Category

Documents

Technology Toolkit for RIAs

Choosing the best technology for your RIA can be a challenge. You’ll need to narrow down the field of countless options, extensively research possible solutions, advocate for the one you think best fills your...

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Documents

Document Management – It’s More than Going Paperless [eBook]

Document Management used to be something that financial advisory firms considered a "nice to have" but today, it’s becoming more and more a necessity. Financial advisory firms are using DMS because it saves money, eases compliance concerns, improves productivity, streamlines workflow, and more.

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Documents

27 Ways to Evaluate Document Management Software

We’ve put together a sample score sheet that provides 27 Ways to Evaluate Document Management System, but this tool can be helpful regardless of the type of software you are evaluating next.

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Documents

Save Your Employees Up to 6 Hours Per Week [Infographic]

How much money would your firm save if each employee had an extra hour and half a day? How much more productive would everyone be? One financial advisory firm found that by integrating their CRM (Salesforce) with their DMS (Worldox), they were able to save employees more than an hour of unproductive time searching for client documents and records every day.

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