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NYC-Based Wealth Firm Employs Laserfiche
Tom Burroughes
7 December 2017
Altfest Personal Wealth Management, a New York City-based wealth management firm with $1.3 billion in assets under management, has selected Laserfiche as the firm’s exclusive document management solution provider. In a recent guest commentary, Laserfiche explained to Family Wealth Report issues around disaster preparedness and how this applies to the wealth management sector.
Laserfiche provides enterprise content management software and helps advisors make information more accurate by automating data entry.
The Altfest business was founded seven years ago.