About Advisor's Data IntelligenceA little bit about our history.

Since 2000, ADI has become the leader of implementing compliant paperless office solutions specializing in financial and investment professional operations. With over 200 Laserfiche implementations in investment and financial firms around the nation, ADI has repeatedly won top honors with Laserfiche as the top financial solution provider in the nation.

John Caso, founder of ADI, is recognized as an expert in paperless office solutions and business processing solutions for the financial services industry. We have spoken at several local FPA in Florida, North Carolina, Georgia, Maryland and Texas chapters, and other industry associations, including the Advent Users Group. John”s extensive working knowledge of the compliance requirements has assisted a large number of our client firms to receive high praise from regulators for meeting and exceeding the specific requirements and regulations.

Staying ahead of the growth curve, ADI merged with OneSource Document Solutions of Greensboro, NC in 2006. OneSource was originally founded in 1994 and became a Laserfiche certified reseller in 1999. Both OneSource and ADI have been honored with the Laserfiche Winners Circle award since 2001. The merge between two top Laserfiche solution providers has increased the level of the support operations, increasing the number of trained Laserfiche support specialist available to the current and rapidly growing client base. All of our support technicians hold one or more Laserfiche Certifications, as well as other industry certifications.

Today, OneSource/ADI has a staff of 15 people located in offices in Greensboro, NC, Johnson City, TN, Raleigh, NC and Austin, TX.