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Wednesday, November 1, 2017
Posted by at 8:00 am

THE CHALLENGE

As an established and still growing Independent practice of a well-known national investment adviser and broker-dealer, Fusco Financial Associates, Inc. (“Fusco”) needed a solution that would allow them to create and improve efficiencies.

Growth in clients and accounts served meant that staff was spending hours each week filing and handling paper documents and related administrative tasks. On occasion, documents would be misfiled, creating an additional resource drain. (more)


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Tuesday, October 31, 2017
Posted by at 2:02 pm
Portsmouth, NH - October 18, 2017 Treeno Software Inc. (Treeno), a leading provider of enterprise document management solutions, announced today that it has been awarded a contract to deliver a turnkey document management solution through Eastern Managed Print Network (Eastern MPN) for the Onodaga Cortland Madison Board of Cooperative Educational Services (OCM BOCES). (more)
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Wednesday, October 25, 2017
Posted by at 1:47 pm
SEATTLE, WA - OCTOBER 24, 2017 Kelley Imaging Systems, (Kelley) a leading Northwest provider of hardware and software solutions has partnered with Treeno Software, Inc. (Treeno) to give school districts in Washington, Oregon, Montana and parts of Idaho the ability to use their document management services through WSIPC. A cooperative public agency, WSIPC provides information services to school districts at a reasonable cost, allowing them to do more with less. (more)
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Friday, October 6, 2017
Posted by at 8:00 am
Regulatory compliance attorneys agree: Proper documentation of compliance procedures can optimize the process of compliance. If you detail your compliance procedures well in a company manual, the auditor may take that as an indication of compliance. SEC Rule 206(4)-7 and 17 CFR Parts 270 and 275 require a written compliance manual anyway, so make it as detailed as you possibly can. Below are topics that you must address within your manual, at a minimum, to the extent they are relevant to your business: (more)
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Friday, September 22, 2017
Posted by at 8:00 am
Record keeping for the financial services industry is regulated by Securities and Exchange Commission (SEC) 17A. Rule 17a-3 covers document retention requirements while Rule 17a-4 regulates how these documents must be retained. In combination, Rules 17a-3 and 17a-4 require preservation of records in an easily accessible manner. (more)
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Friday, September 8, 2017
Posted by at 8:00 am
As a financial advisor, your clients entrust the organization of their numbers to you. The right digital document management solution means better organization, which means better numbers. Below are just a few of the advantages you gain with the right document management solution. (more)
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Friday, August 25, 2017
Posted by at 8:00 am
While cyber attacks on financial firms receive the lion's share of the negative press, there are many potential threats to client data from inside your organization. Sure, a rogue employee could copy a client's information for nefarious purposes, or a visitor could steal a file. However, many of the internal threats to client information are accidental, such as the staff member who accidentally emails a client's information to the wrong person. What actions is your financial firm taking to protect client information before something goes wrong? (more)
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Friday, August 11, 2017
Posted by at 8:00 am
States are taking proactive measures to limit access to student records. New student privacy laws aim to provide ample protection to students and families, but they make the job of administrators (as well as teachers and everyone else involved in the individual’s education) far more difficult. Most states now have these laws in place, requiring specific measures to be taken to minimize access to student information and data. How can today’s school – often one struggling to meet budgetary guidelines already – comply with these new rules? (more)
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Friday, July 28, 2017
Posted by at 8:00 am
As one of the most heavily regulated industries in the world, finance requires an attitude of continuous improvement when it comes to compliance. Digital document management streamlines the compliance process and provides many additional features that financial managers are finding quite useful. Below are just a few of the reasons that document management for financial advisors is quickly becoming the norm in the industry. (more)
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Friday, July 14, 2017
Posted by at 8:00 am
Are you using document management for K-12? If so, how are you doing it? Today, schools have access to a wide range of methods for updating and digitizing their records and paperwork. Doing so saves money. It also enhances security. There’s little doubt that the need to modernize is present in nearly any school today, but doing so with the right type of document management system is essential. If and when your organization decides to move forward, it’s important to know the key advantages and features to look for. (more)
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