Advisors Assistant Integration by Cities Digital

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Cities Digital’s Advisors Assistant Integration gives the ability to access documentation stored in Laserfiche without leaving the Advisors Assistant interface. By opening a client profile in Advisors Assistant, users can view all corresponding Laserfiche documentation. Users may scan, import, or append documents within the Advisors Assistant interface and know that their documentation is synchronized with Laserfiche.

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.1 Languages Supported: English Required Laserfiche Products: Laserfiche version 8 or higher

Pricing

Advisor’s Assistant Integration by Cities Digital CD3120 Software $1,000.00
Advisor’s Assistant Integration Annual Maintenance CD3120B Annual Maintenance $200.00

 

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.

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