Rehmann's streamlined new account opening process added 400 new accounts and $200 million in assets in 2022 alone
Wealth Management
Transform Operations. Ensure Compliance.
Scale Seamlessly.
Wealth Management Firms Benefits With Laserfiche
1. Automated Compliance & Audit Trails:
Stay ahead of regulations like SEC and FINRA with automated document retention and audit trails.
2. Scalable Workflow Automation:
Streamline client onboarding, approvals, and reporting processes to scale without increasing headcount.
3. Secure Data Management:
Protect client information with role-based access controls, encryption, and secure storage options.
Real Results from Firms Like Yours:
Stonehage Fleming's streamlined approval process saved 100,000 hours to date
Laserfiche wins 9th WealthManagement.com Industry Award for Document Management
Wall Street Journal's Joel Bruckenstein recommends Laserfiche for financial advisors
Learn How Your Wealth Management Firm Can Get The Same Results As These By Booking Your Free Consultation
What Our Clients Say About Us
My favorite part of working with CDP is their customer service. This is a company that cares about their clients. They are personable, knowledgeable, and I would recommend them to other colleagues.
Paulette Layton
Louisiana USA FCU
Would score higher if I could. Can't speak highly enough of the staff and how friendly, helpful and attentive they are to anything we need. BEST COMPANY EVER.
Heather Fries
Chief Operating Officer, Visionary FCU
Great service from both the owner and the staff. Always willing to help, especially in times of crisis.
Chris Maurer
Chief Executive Officer, UNO FCU
Very long relationship. Great customer service and sales assistance.
Rob Seastrunk, Jr.
Manager, S.C.I. FCU
It has been a very grand experience. CDP has jumped through many hoops to keep us happy. They've gone above and beyond in all aspects to make sure it was an easy transition for us. I think the process they have is pretty airtight, and I definitely recommend them.
Glenda Rushe
Chief Executive Officer, St. Tammany FCU
Always a pleasure, always available, and a great product!
Angela Capella
Executive Vice President, UNO FCU
The [eSign] platform is extremely user friendly - it allows us to use any of our documents and create templates specific to our needs for e-signatures.
Valerie Murray
President, Athens Area CU
Excellent and quality service!
Pedro Morell
Administrative Services, EDUCOOP
I actually like CDP. It is very user friendly on our side as well as the members side. Extremely cost-effective for our size financial institution.
Tammi Dvorachek
Vice President, Holy Family Memorial CU
We have worked with CDP for many years for our printing solutions. With the newest technology offered, we had the opportunity to completely re-vamp our process. CDP listened to our ideas and were able to implement them.
Old West FCU