https://www1.gotomeeting.com/register/351067272

A document management system (DMS) brings efficiency to your practice. It is a key to organizing information you need to run your business and aids you in client collaboration, compliance, disaster recovery and mobility.

In this session, you will learn:

• What a DMS does

• Why a DMS is important

• On-premise vs. Cloud options (build vs. buy)

• Security, compliance, collaboration and mobility

• What to ask vendors before you buy

• How to implement a solution

Marriott Murdock MBA, PMP®, is the Marketing Director at NetDocuments, a cloud-based document management software system, where he has worked since 2007. He has helped position NetDocuments as a leader in cloud-based document and email management for law firms and financial services companies.

Note: This webinar is pending eligibility for IMCA CE credit.

More than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on replays available 24/7 to paying members ($60 annually) of Advisors4Advisors.com.

Title: Document Management Software For RIAs: Why You Need It And How To Implement It

Date: Friday, June 7, 2013

Time: 4:00 PM - 5:00 PM EDT

After registering you will receive a confirmation email containing information about joining the Webinar.