Our Solutions

ADI-Laserfiche solutions are tailored to meet your specific business needs and requirements, regardless if you're a one-person office or if you have multiple offices with of hundreds of people.

The ADI-Laserfiche paperless office solution is the backbone of your books and records compliance regulations. While broker-dealers currently follow one set of regulations, 17a-3, 17a-4, FINRA 3110, Registered Investment Advisers are expected to follow a slightly different set of regulations, SEC 204-2. Our solutions help you navigate the requirements for your specific operation.

Our solutions are designed to provide you with the ability to: Take control of your business critical information; Simplify how your books and records are maintained; and Profit from the more time you have to spend with your clients and pursue new clients.

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Great! You are one step closer to having a compliant paperless office. Our solutions take you to the next level providing you with a Document Management Platform that incorporates:

Simple daily task that bolster your compliance and Client service
Security
Audit Trails
Document Categorizations and Indexing
Document Retention
Simple and Advanced Search functionality - never a lost document!

We invite you to attend one of our monthly webinar's to learn how the ADI-Laserfiche solution can benefit your company.

Avante is a comprehensive SEC\FINRA compliant solution that helps you use information more effectively. With your Avante system, you easily capture, store and distribute content of any kind, resulting in more efficient business processes and greater productivity.

The ADI-Laserfiche Avante solution includes Laserfiche Workflow and Laserfiche Audit Trail. Laserfiche Workflow provides an intuitive interface to model your current work processes and transform them into digital workflows. And because Workflow is built on the Windows Workflow Foundation, you can extend its functionality to all your line-of-business applications.

With Avante, you start with a feature-rich system that perfectly meets your needs. Integrated business process management helps you move beyond static document storage to integrate information into every step of your business processes.

The Laserfiche - Junxure Integration allows your staff to quickly and easily use two of the industry's most powerful solutions through a single interface. Through the Junxure Client screen, you can quickly scan, import, view, open, and search for documents stored in the Laserfiche compliant solution.

Click Here to see the Laserfiche - Junxure Demonstration

While Laserfiche helps you eliminate the paper storage and archiving requirements, Quik helps you eliminate the paperwork at the beginning of the client process - the applications and forms. With Quik, you can take the Work out of Paperwork by instantly pre-filling applications and other ancillary paperwork for your Annuity, Mutual Funds, Brokerage, Broker-Dealer and Insurance business.

Click Here to see Quik Forms in Action

DataNOW® Affinity brings the power of Laserfiche® document management to the applications you use most. Document searches can be reduced to a single click of a button. New documents can be added to your Laserfiche repository without manually entering template field values, file names, or folder locations. Affinity truly makes Laserfiche feel like part of your business software.

The best part about Affinity is its simplicity. Laserfiche functionality can be added to most application screens within minutes - no programming required.