About Us
Over the past decade, ADI-Laserfiche has assisted more than 3,000 investment professionals and hundreds of independent firms and broker-dealers go paperless.
ADI is active within the industry supporting local FPA chapters of Charlotte, Georgia, Maryland, Middle Tennessee, and Central Florida. ADI is a continuing education sponsor for the Certified Financial Planners association, providing CE seminars and roundtables for various broker-dealers, custodians and their associated firms, and other industry associations such as the Advent Users Group and national conferences such as Tech Tools, Impact and IA Compliance.

Meet The Team
ADI and One Source has assembled a team of professionals that are enthusiastic, dedicated and back by years of experience.

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"Finding a reliable document solution was a key component in building our own broker-dealer. ADI has met and exceeded our expectations. The only thing better than the product is the support that comes with it."
Sue - Virginia
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