Your Silver Bullet helps advisors know what technologies can work together. Long Beach, Calif.-based document-management technology provider Laserfiche has joined up with Your Silver Bullet, a marketing collective of about 20 financial-service technology providers offering a menu of CRM, portfolio-management and financial-planning software.

Laserfiche, which has been in business for about two decades, recently took aim at independent RIAs with a product suite that is meant to simplify compliance, streamline customer-relationship management and save time in the process.

Playing nicely

"We are committed to providing relevant, innovative electronic document management solutions and ongoing support to the RIA community, which are vital today in this increasingly stringent and competitive environment," says Laserfiche's head of business development Chris Wacker.

Six-month-old Your Silver Bullet's principal selling point seems to be that its member's respective applications can be integrated into a "super program" that works in concert and requires that information be entered only once.

In fact, not all the technologies offered by Your Silver Bullet members, "play well" together, but the collective's website has a decent labeling system to help you understand which ones do.

Greg Friedman, a principal of CRM Software and a founder of Your Silver Bullet, says that e-document management is growing "increasingly important to financial advisors as their businesses grow because it allows them to increase services to clients and control costs, especially for regulatory compliance tasks."

So far Laserfiche is Your Silver Bullet's only document-management provider in the Your Silver Bullet collective. -FWR

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