DocStar ® DocStar Success Story DocStar Solutions Help Advisors Better Serve Their Clients Armstrong, Fleming & Moore Automation plays a big role in Ryan Fleming’ s business. “We don’t manufacture anything. We don’t store any products. There’ s no inventory here,” he said, “so technology is everything to us.” That’ s because technology allows the company—Washington, D.C.-based Armstrong, Fleming & Moore—to better manage information—and lots of it. The 14-person financial planning and investment advisory firm serves a range of corporate and individual clients. “Initially, clients come in for a financial plan,” said Fleming, a Certified Financial Planner (CFP) and a principal at the firm. “This sets us apart from the Merrill Lynches and the Morgan Stanleys of the world.” The goal of

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