Advisors Assistant® and the Paperless Office

Advisors Assistant offers different solutions to help you move toward the Paperless Office:

  • Web-Based Scanning with ReadyDoc® (optional)
  • Computer-Based Scanning with Imaging Assistant® (optional)
  • View Client With Files - scan and link any file to a contact name (included with Advisors Assistant at no charge)

All options come with a 30-Day Money Back Guarantee!

ReadyDoc Web-Based Scanning

ReadyDoc for Advisors Assistant™ seamlessly integrates Advisors Assistant® with a leading web-based electronic document management system – ReadyDoc®, LLC. The result is a powerful combination that converts paper documents to electronic files and automatically links them to each client. There’s minimal data entry, and very little learning curve for Advisors Assistant® users.

For a demonstration on how easy it is to use Advisors Assistant and ReadyDoc together, click on the Play Movie button below. You'll need the latest Windows Media Player installed to your computer to play the movie, and it may take several seconds to buffer before the movie starts.

Short ReadyDoc Integration Demonstration
Recorded 1 hour Partner Demo Webinar highlighting ReadyDoc Document Managment Features

 

Special Discount Pricing for Advisors Assistant Users

ReadyDoc® pricing starts at just $59/month for the first 10GB of storage space, with a one-time setup fee.

Click HERE to download additional information about ReadyDoc, or visit their website, www.ReadyDoc.com.

ReadyDoc Minimum Hardware Requirements

  • TWAIN-compliant scanner
  • Minimum operating system of Windows XP SP3 and at least 100MB of free disk space
  • Web browser: Internet Explorer or Firefox recommended

Call (800) 799-4267 to order ReadyDoc today!

Imaging Assistant Computer-Based Scanning

Imaging Assistant is a Computer-Based Document Management System that streamlines the scanning process and saves you lots of time. Imaging Assistant automatically scans and links the files to your client in Advisors Assistant in one easy step.

Imaging Assistant pricing starts at just $399 for a single user and $59 for each additional user* on a Network or MultiProducer system.

The computer used to store the documents with Imaging Assistant is called the Document Server. We highly recommend that the Document Server be a stand-alone computer which is not used by other network users. This maintains the integrity and security of your documents and images, which is why we highly recommend the Document Server be dedicated to the important task of document storage.

For a demonstration on how easy it is to use Advisors Assistant and Imaging Assistant click on the Play Movie button below. You'll need the latest Windows Media Player installed to your computer to play the movie, and it may take several seconds to buffer before the movie starts.

Imaging Assistant Demonstration

 

If your document server is a computer used daily for other work, just be aware that this can affect the performance of the computer being used. And once you start scanning documents they can take up a lot of space on the hard drive. So if you don’t use a dedicated Document Server the space on that computer will be taken up much more quickly.

Imaging Assistant Minimum Hardware Requirements

Imaging Assistant works with most scanners as long as they have a Twain driver. The scanner is not included.

Document Server

  • Windows XP Professional SP3 or Vista Business or better operating system
  • 1 GHZ processor or faster
  • 2 GB RAM
  • 60 GB Free Disk Space or greater for document storage. The more the better.
  • DVD drive with Write capability for Off Site backup.
  • Document storage should be set up on a drive other than the C Drive.

Workstation Computers

  • 500 Mhz Pentium III or better with 1 GB free disk space
  • Minimum 1 GB RAM
  • Windows XP SP2 or better

*You must have the same number of Imaging Assistant users as your Advisors Assistant®.

 

Call (800) 799-4267 to order Imaging Assistant today!

SEC Compliance

You should meet with your Compliance Officer about SEC Compliance. SEC Compliance is determined by procedures and established by your compliance department. Below are some documents that may be useful - click on the document name to open the document in .pdf format.. Be sure to check official FINRA and SEC websites for additional information.

Rule 2210 Notice To Members

Electronic Storage of Broker Dealer Records (Effective May 12, 2003)

Electronic Recordkeeping By Investment Companies and Investment Advisors (Effective May 31, 2001)

 

 

 

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