Deals & People September 6, 2007

Mark Tibergien Named CEO of Pershing Advisor Solutions

Mark Tibergien has joined Pershing Advisor Solutions LLC as chief executive officer and a member of Pershing LLC's Executive Committee, Pershing LLC, a subsidiary of The Bank of New York Mellon, announced today.
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Prior to joining Pershing, Tibergien was a principal at the accounting and consulting firm, Moss Adams LLP, where he was partner-in-charge of the Business Consulting Group, chairman of the Financial Services Industry Group, and partner-in-charge of the Business Valuation Group. Tibergien has been working with public and private companies on matters related to business management, transition planning, and strategy formulation since 1973.

In addition, he is the co-author of “Practice Made Perfect’ and “How to Value, Buy, or Sell a Financial Advisory Practice,’ both published by Bloomberg Press.

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“Mark is a renowned expert in his field, and his knowledge and broad range of experience will help us to take further advantage of the significant opportunities in the RIA marketplace. His expertise will guide us as we continue to deliver innovative products, services, practice management support and technology solutions to meet the complex needs of this important market segment,” said Richard F. Brueckner, chairman and chief executive officer of Pershing LLC, in the announcement.

Pershing Advisor Solutions LLC is a provider of financial business solutions to independent, fee-based registered investment advisors and dually-registered advisers working in conjunction with many of Pershing LLC’s introducing broker-dealer customers.

Products September 6, 2007

Laserfiche Releases Document Management Tool for Advisers

Laserfiche, an electronic document management system firm, has launched a new desktop software application for independent investment advisers and small advisory firms which can capture and manage millions of document pages.
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Key features of the Intuition product include:

  • • High quality scanning from a wide variety of scanners;
  • A robust and powerful search engine;
  • The ability to redact sensitive information before printing;
  • Archiving of electronic documents from a wide array of software applications, including text files, PDFs, movies, autoCAD, sound files, as well as Microsoft Office applications such as Outlook and Word;
  • Customizable and color-coded indexing features;
  • Sophisticated search and retrieval features; and
  • Flexible distribution features for mailing or e-mailing customer records or compliance documents.

“Intuition provides advisers the means to go paperless. It’s easy to install and simple to use. It captures, stores and retrieves any document with just a few keystrokes or mouse clicks,’ said Chris Wacker, senior vice president of Business Development for Laserfiche, in a press announcement.

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Intuition costs less than $1,500, and Laserfiche has partnered with Visioneer to offer a free scanner to the first 100 buyers of Intuition.

For more information, visit www.intuitionpro.com.

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