Case Study: Wealth Enhancement Group achieves streamlined document management, 450,000‑page annual paper reduction and improved compliance with Laserfiche

Integrate Laserfiche and Junxure with Advice from Wealth Enhancement Group LLC

Wealth Enhancement Group LLC (WEG), which operates both as a registered investment advisor and an OSJ for LPL Financial, relied on its Junxure CRM as the hub of daily operations and needed a way to give advisors seamless access to client documents while preserving compliance and productivity across its dual‑registration environment. The challenge was to integrate a robust document repository with Junxure so users could view and manage files without learning new software and so operational and regulatory workflows remained intact.

WEG implemented the Unfetterfiche integration to surface Laserfiche documents directly inside Junxure, paired with Laserfiche Quick Fields (three streamlined sessions) and automated workflows that apply metadata, naming, routing and access controls (including real‑time lookups and assign‑rights). The result: same‑day access to documents in Junxure, elimination of routine manual indexing, simplified audits, greatly reduced physical storage and paper use (450,000 pages annually), improved transparency and secure, role‑based document access for advisors and staff.

Wealth Enhancement Group

Ken Severud

Senior Vice President |Chief Operating Officer