Laserfiche has been honored as part of the ThinkAdvisor Luminaries Class of 2022, in the Executive Leadership, Firms category. A trusted technology partner of wealth management firms for more than three decades, Laserfiche was selected for its innovative product development and services that continue to digitally transform the industry, producing results for the broader financial services community. In the past year, Laserfiche introduced the Solution Marketplace, which offers prebuilt workflows, custom templates and more to jump-start wealth management firms' digital initiatives.

"At Laserfiche, our focus is on innovation through the lens of our clients," said Joman Kwong, strategic solutions manager of financial, Laserfiche. "Laserfiche solutions like the Solution Marketplace are aimed at empowering users to automate internal workflows, integrate technologies and build end-to-end digital experiences that improve client experiences, enhance efficiency and encourage innovation. This recognition from the ThinkAdvisor Luminaries program underscores our experience partnering with wealth management firms and our commitment to digital innovation in the industry."

The Laserfiche Solution Marketplace helps wealth management firms address digital transformation needs and accelerate innovation enterprise-wide by taking a low-code approach to process automation and integration. Users can search and select from industry-specific templates, configure and deploy their own automated workflows or connect Laserfiche to other applications such as Redtail (Orion), Junxure (AdvisorEngine), Orion Advisor Services, Microsoft Dynamics and Salesforce using prebuilt solutions, including digital signatures and credit card processing. Supporting frontline and back-office operations, these templates follow industry-vetted designs and best practices for processes such as:

• New account opening
• Blotter processing
• Invoice management
• Purchase order requests
• Accounts payable

The full list can be found here.

Containing more than 100 solution templates ranging from common business processes to individual industry or organizational needs, the Solution Marketplace provides users with features aimed at enhancing innovation and empowering IT teams and citizen developers to drive digital transformation across their organizations.

The Class of 2022 Luminaries Award winners were selected from hundreds of nominations by a distinguished and diverse panel of judges from across the wealth management industry, as well as by the ThinkAdvisor editorial team. Each year, the program highlights how top-performing industry participants produce meaningful results through efforts that matter most to advisors. Winners were honored in an awards dinner and gala on Nov. 17, 2022, in New York.