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Office Efficiency Tools

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.


Grendel™ Imaging

Grendel’s paperless office solution gives you the tools you need to easily and securely go digital.  The only thing easier than getting files into Grendel is finding them again in the future.  Grendel’s patent pending system dummy-proofs your filing efforts so you can spend less time worrying about your documents and more time focusing on growing your business.