Financial advisors looking to save costs, improve productivity and meet compliance standards recognize the importance of an effective document management application that goes above beyond Adobe Acrobat – but thus far the options remain fairly limited.
That’s one of the key takeaways from Financial Planning’s 2011 Tech Survey. While nearly 42% of respondents said they use Acrobat as their exclusive document management solution – up a whopping 74% from 24% in 2010.
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