Laserfiche, of Long Beach, Calif. officially rolled out its new Intuition Pro document management system.
Laserfiche, of Long Beach, Calif. officially rolled out its new Intuition Pro document management system yesterday at the FPA conference here.
The product was specifically designed for smaller adviser firms.
It allows advisers to capture, store, archive, search for, and retrieve any document in a few mouse clicks.
As part of the show, Laserfiche and Visioneer demonstrated a jointly developed OneTouch link to Intuition that enables users that have a Visioneer or Xerox DocuMate scanner to capture document pages in a single optimized step, basically with a single mouse click.
Intuition Pro costs $1,495 for a single PC license and includes the Intuition software package, quick start manual, registration key for the Intuition support site, and one year of technical support.
If one lacks a scanner a package that bundles a Visioneer Strobe 450 and Intuition Pro is available for $1,995.
Intuition Pro software supports a large number of scanners from many different manufacturers right out of the box, so if a firm already owns one chances are good that Intuition Pro will already support it.
Among its many features, Intuition Pro has an effective search engine for finding and retrieving scanned documents, a redacting feature for protecting sensitive information prior to printing, and a set of document distribution features to help advisers with e-mailing customer documents and compliance records.
For additional information:
www.intuitionpro.com
www.visioneer.com
www.xeroxscanners.com
Check back over the next few weeks for a full InvestmentNewsreview of Investment Pro.