DocStar ® DocStar Success Story Imaging Pays Dividends for Investment Advisor Spectrum Financial Advisors Spectrum Financial is a registered investment advisory firm that’ s been in business since 1986. According to Doug Loftus, certified financial planner (CFP) and managing member of the firm, Spectrum Financial manages 150 million dollars worth of investments for 300 or so clients. Eight people staff the full-service financial planning firm—four of them advisors. As the company grew, it became increasingly difficult to manage things the old way—with paper files and metal cabinets. “The accumulation of 20 years of client records led us to document imaging,” Loftus says. “The file cabinets continued to grow.” That’ s a common enough reason for many firms to opt for imaging and DocSta

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