Copytalk

Phone: (866) 267-9825
Email: Maree.moscati@copytalk.com 
Web: www.copytalk.com/FPA 

Copytalk provides secure transcription via phone or Android application.  Receive via email, secure download or CRM integration.  The compliance solution that pays for itself. 

Fi360

Phone: (866) 390-5080
Email: solutions@fi360.com 
Web: www.fi360.com
Fi360 is the leading global provider for comprhensive fiduciary education and technology solutions for advisors and insitutions.  

Laserfiche®

Phone: (800) 985-8533
Email: info@laserfiche.com 
Web: www.laserfiche.com/ria
Since 1987, more than 32,000 organizations have chosen Laserfiche software to streamline document, records and business process management