+1 800 985 8533Contact Us
Overview
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.
Features
- Includes the ability to view Laserfiche documentation under client profiles in Advisors Assistant
- Allows for scanning, importing, and appending documents stored in Laserfiche from Advisors Assistant
- Synchronizes documentation within Laserfiche
Specifications
Product Edition:
V.1Languages Supported:
EnglishRequired Laserfiche Products:
- Laserfiche version 8 or higher
Pricing
| Name | ID | Type | List Price |
|---|---|---|---|
| Advisor’s Assistant Integration | CD3120 | Software | $1,000.00 |
Publisher
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.
Other Products:
- MagniMail by Cities Digital
- Redtail CRM Integration by Cities Digital
- Junxure Integration by Cities Digital
- Digital Signature Kit by Cities Digital
- Auto OCR by Cities Digital
- ACT! Integration by Cities Digital
- Unfetterfiche by Cities Digital
- Tamarac Integration by Cities Digital
- New World Integration by Cities Digital
- MagniPost by Cities Digital
- Outlook Email Archiver by Cities Digital
- Microsoft CRM Integration by Cities Digital
- Finance Logix Integration with Laserfiche by Cities Digital
- Administrative Dashboard For Laserfiche by Cities Digital
- Orion Advisor Services Reporting Integration by Cities Digital
Contact
Cities Digital is based in Hudson, Wisconsin and operates satellite offices in Chicago and Los Angeles.
Phone: 651-714-2800
Fax: 866-592-7343
globeWeb: www.citiesdigital.com/explore/products/laserfiche-integrations
E-mail: sales@citiesdigital.com
Support
The products and services listed on the Laserfiche Marketplace were not developed by Laserfiche. The recommendations and opinions expressed on the Laserfiche Marketplace are those of the person or persons posting the recommendations only, and they do not necessarily represent Laserfiche's opinion or recommendation of the product or service being reviewed. Laserfiche disclaims all liability resulting from your purchase or use of any non-Laserfiche software product or service listed on the site.