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Product News: Compliance Kit January '24 Release is Now Available

Kelly Revilla

Dear Customers, We're excited to introduce the latest Compliance Kit release, featuring significant enhancements to streamline your compliance management processes. This update includes: 9 performance boosts spanning Managed Properties, User Synch…
- 12 Feb 2024

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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