Document Management Software For RIAs: Why You Need It And How To Implement It

Marriott Murdock06/07/13 4 PM ESTProgram Id: 351067272

 

A document management system (DMS) brings efficiency to your practice. It is a key to organizing information you need to run your business and aids you in client collaboration, compliance, disaster recovery and mobility.  

 

In this session, you will learn:

· What a DMS does

· Why a DMS is important 

· On-premise vs. Cloud options (build vs. buy)

· Security, compliance, collaboration and mobility 

· What to ask vendors before you buy

· How to implement a solution

 

Marriott Murdock MBA, PMP®, is the Marketing Director at NetDocuments, a cloud-based document management software system, where he has worked since 2007. He has helped position NetDocuments as a leader in cloud-based document and email management for law firms and financial services companies.

 


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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