Financial advisers are addressing how best to invest in technology from a fresh perspective Mr. Phillips clicked “start” as soon as the Laser App software began automatically filling out the client's forms with information taken from Avier's customer relationship management database. He then sent them to the client electronically with DocuSign. She reviewed, signed, initialed and returned the documents, which were submitted to the custodian to open the account. The whole process took 14 minutes versus the day or more it may have consumed if the material had to be sent overnight. “A lot of clients are in their 60s and 70s and are not as comfortable with it, and that's fine,” Mr. Phillips said. “But we have this wave of tech-savvy 30-, 40- and 50-year-old clients who are comfortable with that route, and it makes life easy for everyone.”

http://www.investmentnews.com/article/20150208/REG/302089996/adviser-technology-is-now-all-about-the-client