Wealth Managers want holistic solutions that integrate with existing systems. For example, we have integrated Laserfiche with industry systems including Microgen 5Series, Viewpoint and Touchstone NavOne to automate key business processes.
“We find that Laserfiche is a very reliable system. We have good communication with MBS to help solve any issues that might appear. We have also integrated Laserfiche with many different applications including Microsoft products, our Time Management System, Intermediary Portal, Client Portal and HR System. I therefore recommend Laserfiche and MBS without reservation.”
David Humphrey, Global Application Manager, Intertrust
Collaborating with colleagues, clients and partners around the world can be challenging. MBS has helped several Wealth Management Service Providers deliver video-conferencing solutions that are now fundamental to their success.
Click here to read how Equiom uses Lifesize video-conferencing to manage its 21 offices worldwide.