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 aspects of a client’s financial life are working well together. Valeo Financial Advisors manages over $7B in assets and is a Financial Times Top 300 Registered Investment Advisor, as well as one of the largest financial advisory firms in the Midwest.
Financial advisors at Valeo use M-Files to manage their client documents, ensuring easy collaboration and version control across all content. An advisor typically saves around 90 minutes a week because of M-Files’ sophisticated metadata search capability based on what a document is, not where it’s stored.
Highlights:
- Around 90 minutes a week saved in document search
- User-friendly document templates boost client collaboration
- Less time with manual tasks = more time for clients
Read the full story: Valeo Financial Advisors Case Study
