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Product News: Compliance Kit June '23 Update Service Release is available

Mika Kemppi

A new service release for the Compliance Kit (23.6.1132.10) is now out. The new Compliance Kit service release is out! This service release includes several issue fixes and some small improvements. More information about the changes can be found in t…
- 20 Oct 2023

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New Case Study: With the help of M-Files, Valeo Financial Advisors was able to standardize client deliverables and maximize collaboration

Heidi Immonen-Isomäki

Located in Carmel, Indiana, Valeo focuses on its clients’ entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning, providing peace of mind that can only come from knowing all asp...
- 9 Aug 2023