Between finding new clients, completing paperwork, and maintaining compliance, advisors often spend more time on back-end tasks than actually interacting with their clients. In fact, surveys have ...

Vicki Hodder is a freelance technology writer based in Columbia, Mo. Think about it: 400 square feet. That's the space the purchasing department at the University of Miami allotted for storing records ...

Split your metadata from your files, and suddenly your sluggish document system becomes fast, scalable and surprisingly cheap to run. When I was tasked with modernizing our enterprise document ...

Businesses have never had to manage as much data as they do today. From invoices and contracts to reports and emails, companies handle an overwhelming volume of information every day. Keeping those ...