XLR8 is our Customer Relationship Management (CSM) system, which serves as the central hub for managing client information and interactions across all divisions.
Laserfiche Forms is our standardized submission system for processing expenses, logging retirement client documents, and routing items to Compliance or Marketing.
Laserfiche Repository is our centralized document storage system where client files are organized by office location and client, along with general firm documents.
Our core technology systems collectively support client management, documentation, compliance oversight, communication, and daily operations across all divisions.
The Retirement Division operates within defined workflows to support plan onboarding, administration, documentation, compliance requirements, and ongoing client service.
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