LaserFiche has rolled out Intuition, a version of its popular document management system designed for smaller advisory firms. Available in two versions–one costing $1,495, the other $1,995 (which includes a scanner)–the full-function software is meant to ease smaller advisors’ fears about the initial investment necessary to build more efficient, paperless practices.
…Several mutual funds have begun providing risk/return information using XBRL interactive data, SEC Chairman Christopher Cox announced August 21. The fund data will be available to the public via the SEC’s online database, EDGAR.
…SEI has formed an alliance with Aon’s Affinity Insurance Services to offer errors and omissions insurance to SEI’s network of 6,500 affiliated advisors.