Founding Members
The Independent Advisor Technology Forum was founded by a consortium of independent technology providers and industry consultants, including Laserfiche document management, Junxure total office technology, Black Diamond Performance Reporting™, IPS Advisor Pro™, Laser App and Nexus Strategy, LLC.
About Laserfiche
Laserfiche creates simple and elegant document management solutions that help organizations run smarter. Since 1987, more than 25,000 organizations—including numerous investment advisors, financial advisors and independent firms—have used Laserfiche solutions to streamline processes for managing documents, records and workflow.
By digitizing paper archives, Laserfiche enables financial services professionals to find what they need in seconds, quickly prepare for audits and make better-informed decisions. Secure Web access allows you to share information with remote offices, business partners and clients, while comprehensive security options ensure compliance with government- and industry-mandated standards.
About Junxure
Junxure is the award-winning and flagship product of CRM Software, an innovative software development firm based in Palm Beach Gardens, FL with operations in the heart of the “Research Triangle” in Raleigh, NC, New York City, Ohio, and California. Junxure and its suite of products provide total firm technology for financial advisors to grow, manage and enhance their advisory businesses.
Designed and built by financial advisors for financial advisors, Junxure’s powerful features take financial advisory businesses to the next level by automating critical processes, ensuring that Advisors can continue to provide the highest level of client service while increasing productivity and profitability.
About Black Diamond Performance Reporting
Founded in 2003, Black Diamond Performance Reporting™ offers a powerful tool for advisors and wealth managers by providing unbiased, outsourced investment performance reporting. The Black Diamond solution is a highly customizable, Web-based performance reporting solution that provides accurate, timely and meaningful data allowing advisors and wealth managers to tell their investment performance story. Using its proprietary reconciliation engine, Black Diamond reconciles its clients’ data on a daily basis so advisors and wealth managers always have the most current reporting information available at their fingertips. Black Diamond Performance Reporting provides a feature-rich Internet application through which advisors and wealth managers can view both assets under management and held-away assets, allowing them to tell the whole story to their clients. Black Diamond Performance Reporting™ is headquartered in Jacksonville, Florida, with offices in San Francisco and Dallas.
About IPS Advisor Pro
Designed to work with all types of wealth management professionals and their practices, IPS AdvisorPro offers a flexible solution to creating and managing Investment Policy Statements—one of the most important documents in a financial advisory relationship.
IPS AdvisorPro makes Investment Policy Statements simple to create and effective to use. With an encrypted, secure web-based environment, you will enjoy the flexibility of working with IPS AdvisorPro in the office, at home or even when traveling. And because IPS AdvisorPro was created by financial advisors just like you, it is designed to integrate easily into your day to day operations, so that it adds value to your practice from day one.
About Laser App
Laser App Software creates products that combine state of the art form filling technology with our massive library of industry related forms. Forms are maintained by us so reps can focus on their clients, rather that filling out paperwork.
Laser App Software maintains an easily accessible electronic library of over 21554 up-to-date forms. The library comprises 90,000 pages of forms from the top product carriers, clearing firms and broker-dealers in the industry. Form updates are published daily and are tightly integrated with our web and desktop software making the process of finding and updating forms automatic.
About Nexus Strategy, LLC
Nexus Strategy is an innovative consulting firm that provides strategic advice and guidance to the wealth management industry.
With over 15 years of experience working with leading institutions, Nexus Strategy is uniquely positioned to bring the latest thinking, industry knowledge, and creativity to solve your toughest challenges successfully.
Associate Members
About Virtual Office News
Virtual Office News, the monthly technology newsletter from David Drucker and Joel Bruckenstein, authors of Virtual Office Tools for a High Margin Practice, is the independent financial advisor’s leading source of technology news for improving office automation and efficiency. Virtual Office News LLC also hosts the industry’s leading annual technology conference -- Technology Tools for Today® (T3).
About The Efficient Practice
David Lawrence, AIF®, RFC®, ChFE® President of The Efficient Practice, has over twenty-four years experience in the financial services profession and 38+ years of business experience, including successful ownership of six different businesses during that time. In his consulting practice, Mr. Lawrence has assisted dozens of financial service firms throughout the United States to achieve higher levels of efficiency and profitability. Conversant in five languages, David currently writes a monthly column on business efficiency for Financial Advisor Magazine. He is currently the President of David Lawrence and Associates, a professional business efficiency consulting firm, based out of Tampa Bay, Florida with clients all across the United States and Canada. David Lawrence and Associates also publishes a monthly subscription newsletter, The Efficient Practice.