Case Study: Valeo Financial Advisors LLC achieves standardized client deliverables and boosts advisor productivity with M-Files

M-Files Helps Financial Advisors Standardize Client Deliverables and Maximize Collaboration

Valeo Financial Advisors is a Carmel, Indiana–based, fee-only wealth management firm with 82 Certified Financial Planners across five locations managing over $7B in assets. As the firm grew, advisors faced inconsistent templates, scattered paper and electronic files, and time-consuming manual searches that made it harder to assemble complete client information and slowed client service.

Valeo deployed M-Files’ metadata-driven document management to provide secure, standardized templates, version control, automated upload scripts, workflows and intuitive search. The change cut time spent hunting for documents (about 90 minutes per advisor per week), improved collaboration and handoffs, reduced risk, and freed advisors to spend more time serving clients and growing the business.

Valeo Financial Advisors LLC

John Trott

Founder