ROI for RIAs

Technology is not just another expense item detracting from take-home pay and profit distributions. For top-performing Registered Investment Advisors (RIAs), it’s viewed as a long-term investment that generates growth and higher profitability. This white paper from Laserfiche explores how leading RIAs have leveraged enterprise content management (ECM) to simplify regulatory compliance, improve profitability and limit exposure to civil and criminal liability—all while accelerating business processes and making staff more efficient. Developed in partnership with Nexus Strategy, LLC, a leading consulting firm to the RIA industry, this report focuses on industry benchmarks and real-life examples that outline the real cost savings of ECM technology.