Efficient Document Management Boosts Productivity at Valeo Financial Advisors | Jhon Trott , Founder , Valeo Financial Advisors. 00:10:00
Valeo Financial Advisors, managing $7 billion in assets with a team of 85 licensed advisors, is recognized as a Financial Times Top 300 Registered Investment Advisor and stands as one of the Midwest's largest financial advisory firms. By utilizing M-Files for client document management, Valeo ensures seamless collaboration and version control across all content. Advisors save approximately 90 minutes per week thanks to M-Files' advanced metadata search capabilities, which categorize documents by their content rather than their storage location.
