Paperless Offices and Document Management

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Feb 27, 2008 2:49 pm

Hi everyone, I am a staff writer for RR mag. I wrote a newsletter about "paperless" offices and document management, http://registeredrep.com/wealthmanagement/costof_paper_02_27_2008/

 
I am working on a story that will go into greater detail about how to go paperless, some issues to consider, and some helpful resources (software, books, etc.) for advisors to use. 
 
So if you have used document management software or a resource that you found particularly useful, perhaps you wouldn't mind sharing it with me (off the record of course).
 
Also I would love to hear your stories of why and how you instituted digital document management (how long did it take, quantify your return on investment, or how it benefitted your business). And if you haven't considered a document management solution, why not?
 
Please keep in mind, RR mag writers appreciate your input and respect your privacy. Thanks
Feb 27, 2008 9:13 pm

We just purchased our document management system, and will have it installed within the week.



Our office has 1,000 accounts, and 350 client files to scan and organize.



We'll certainly keep you posted.



C

Feb 28, 2008 10:10 pm

Hey Cap'n!  Hope all is well.

I'm curious as to which imaging system you chose - especially the software portion.

Feb 29, 2008 3:43 pm

All is very well.


 
We looked at a bunch, and actually talked to a few firms that went with a certain company, only to wish they continued their search.  So, we kept looking around, and found Executive Assistant through CEO Image.
 
Conrad Foster is the guy to talk to.
 
Good times.
 
C
Feb 29, 2008 3:44 pm

I'll say that their website makes them look a bit newby, but, their product is quite nice.

 
Again, their website sucks.... don't judge a book by its cover, in this case.
 
C
Feb 29, 2008 5:08 pm

I'm familiar with them.  I know David Drucker & Joel Bruckenstein have been consistent fans of them in their Virtual Office Newsletter for some time now.  They're certainly on our short list as well.

Mar 24, 2009 6:39 pm
staffwriter2:

Hi everyone, I am a staff writer for RR mag. I wrote a newsletter about "paperless" offices and document management, http://registeredrep.com/wealthmanagement/costof_paper_02_27_2008/

 
I am working on a story that will go into greater detail about how to go paperless, some issues to consider, and some helpful resources (software, books, etc.) for advisors to use. 
 
So if you have used document management software or a resource that you found particularly useful, perhaps you wouldn't mind sharing it with me (off the record of course).
 
Also I would love to hear your stories of why and how you instituted digital document management (how long did it take, quantify your return on investment, or how it benefitted your business). And if you haven't considered a document management solution, why not?
 
Please keep in mind, RR mag writers appreciate your input and respect your privacy. Thanks



In my opinion, one of the most important feature on a paperless office software is Redaction.  So items like name, address, SS are blocked out based on user id.  Having all this information paperless on the client goes directly to Reg-SP.  Redaction just adds an extra layer form hackers.  Another consideration should be data encryption.  Find out if the paperless firms offer some type of encryption on the files.

Good Luck.


ash

ashprinceton@gmail.com

www.FAfreedom.com - The Breakaway Experts