Wealth Advisor

Using Tech for a Paperless Back Office

By Ben Lee

The most paper-intensive aspects of a firm should be targeted with workflow-optimizing technology, according to Garcia, business development manager at Betterment for Advisors. This typically includes account opening and asset transfers but can extend to reporting, billing, communication, risk assessments, tax forms or any number of other tasks, she writes.

Traditionally, such processes are laborious and prone to human error, according to Garcia. Paperless solutions, on the other hand, allow firms to shift processes online, communicate electronically and automate workflows and reporting, she writes.

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This article originally published December 3rd, 2018 on Wealth Advisor.

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