Our Services

The foundation of the ADI-Laserfiche solutions is Document Management, Business Processing, Best Practices, Compliance and Integration. Our services provide you with a continuing education and support conduit platform to ensure that you maximize your return on investment.

Design and Implementation

We understand that you and your staff don't have the time to build-out and tailor a software system to meet your specific needs. Our mission is to implement a solution that is ready to go and tailored to your firm from the minute its installed.

ADI-Laserfiche works with you to provide your firm with the most streamlined conversion to your new document management solution

Our standard services include:
Implementation Plan
Basic workflow configuration
Database build
Virtual/Online Installation and Configuration
Virtual/Online firm specific Training
On-going (unlimited) telephone and online support
Monthly user group webinars (free)
Off-site, Third Party WORM Media Storage for Broker-Dealer associated firms (17a-4) - Registered with FINRA and SEC.

Best Practices

How you use your solution will make a difference between success and failure. We assist your firm to design and implement simple daily procedures that build stress-free compliance and superior client services into your daily routines.

Business Processing Consulting

By analyzing your current workflows and business rules, we can streamline tasks, improve efficiency and eliminate redundancies through the implementation of a electronic workflow solution.

Continuing Education

ADI-Laserfiche provides our clients with a free monthly webinars. Through these webinars, our clients receive: Extra training of specific Laserfiche features and functionality; Review the latest Laserfiche features; and How to utilize the Laserfiche features and functionality to better server their firm and clients.

Compliance Updates

So often firms don't know all the questions to ask or all of the rules involved with maintaining compliant books and records. Through our updates, you will learn of the latest trends and requirements from the federal and state regulators and suggestions on how you maximize the compliance efficiency of your Laserfiche solution. Our updates are not designed to be your compliance department and we do not dispense specific compliance advice.

Integration

We can assist in transforming your Laserfiche solution from a stand-alone solution to integrate and Link with your other business critical software applications. Through our integration services we can design custom applications that will allow you to access Laserfiche directly from other applications and share data between applications within your operation.