Managing and preserving sensitive client data is one of the biggest challenges faced by financial advisors. Every interaction, report, and disclosure must be recorded and stored securely for years in ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

I think I need a good feeding scanner (ScanScnap iX500 or something in that league) and a document management / archiving solution. As it's just for private use, the software doesn't need to be ...

Hitachi Data Systems is set to announce Tuesday its acquisition of Archivas, a developer of software for archiving and searching of data for compliance applications. Archivas' Archive Cluster (ArC) ...