RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

A robust risk management policy and a multi-layer disaster recovery plan are essential to safe operations in disaster-prone areas. Jim Tucci's voice is heavy with regret as he recounts the loss he ...

After adding document capture to its cloud-based document management software last January, KnowledgeTree (news, site) is back with more enhancements including drag-and-drop workflow design and ...

This guide was reviewed by a Business News Daily editor to ensure it provides comprehensive and accurate information to aid your buying decision. If your business spends a lot of time and energy ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. The ability to manage and process information has become paramount to business success, and ...

With cloud computing and services now one of the buzz words in the SMB space, IBM has teamed up with the European Union to examine how to make the cloud move easier for companies. Ease-of-use and ...

If you’re confused over what document management really means, don’t worry, you’re not alone. It’s a very broad category that refers to converting paper files to digital form, which makes all files ...

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 ...

Don't get left behind in a paper trail. Switch to digital business document management. I spoke with Lisa Croft, Group Product Marketing Manager at Adobe Document Cloud (Get Adobe Creative Cloud All ...

A robust risk management policy and a multi-layer disaster recovery plan are essential to safe operations in disaster-prone areas. Jim Tucci's voice is heavy with regret as he recounts the loss he ...