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Document Management

The Investment Center offers you solutions to streamline your office.


Docupace Technologies

Docupace Electronic Workflow is a document management and storage system for Advisors included in the technology fee. Leading Provider of Document Management and Storage for Advisors Benefit from the largest cloud-based document repository solution, that helps to drive SEC and FINRA compliance for financial advisors.


Laser App™ Software

Laser App software allows you to focus on your clients, rather than filling out paperwork.  Simply choose a client, select a form from the Laser App library of over 3,000 forms, and Laser App will take your client, rep, and broker-dealer information and insert it into the appropriate fields of the form for you automatically. 

 

Benefits to you include:

 

  • Complete an application in 60 seconds.
  • No Data re-entry required.
  • Less time filling out paperwork.
  • Forms look professional and legible.
  • You don't have to keep a pile of forms.
  • Easy to use.
  • Forms are easily stored in PDF format.

RedTail™ Imaging

Redtail Imaging provides financial professionals with a powerful option for managing and archiving documents from any location on any computer. Redtail Imaging combines industry-leading security with powerful document management in an on-demand, “anytime, anywhere” solution.