The Advisors Assistant Integration by Cities Digital gives an easy way to view, import, and append pages to documents stored in Laserfiche from the Advisors Assistant interface. While viewing client information within Advisors Assistant, users can click on the “scan” tab to review corresponding documentation. Users may also choose to import documents through view, or append pages to a current document. These features allow for easy integration without having to leave the Advisors Assistant application.
Required Laserfiche Products:
- Laserfiche version 8 or higher
Cities Digital is a document management solutions provider specializing in creative solutions using Laserfiche. Cities Digital has been partnered with Laserfiche since 2002. The solutions that Cities Digital has built have benefited hundreds of Laserfiche users nationally. The Cities Digital suite of products is designed around expanding the functionality of ECM through smarter integration.
Cities Digital is based in Hudson, Wisconsin and operates satellite offices in Chicago and Los Angeles.
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