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 specialists DocMan has been awarded ‘Best new partner for Southern Europe and the Middle East’ by Kofax Software. The award was made at Kofax’ annual partner conference, held in ...

Document management is similar to digital asset management, but less for media than for documents, files and various records. Technologies include capturing metadata, integrating documents into other ...