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 ...

Document management systems are changing the way organizations store and retrieve documents and information. They replace old-school files and filing cabinets with new, high-tech tools. Electronic ...

Maintaining paper documents and files is an expensive proposition for an organization. Documents must be inserted into file folders and placed in an expensive filing cabinet, and office real estate ...

As enterprises add to their growing list of workplace apps, legacy tech like document management is often forgotten but it still has a place. Despite ongoing debate about what technology should and ...

Split your metadata from your files, and suddenly your sluggish document system becomes fast, scalable and surprisingly cheap to run. When I was tasked with modernizing our enterprise document ...