Financial services advisors will discover how easily ReadyDoc for Advisors Assistant™ merges this industry-leading client management program with an excellent web-based electronic document management system. The result is a powerful combination that converts paper documents to electronic files and automatically links them to each client. “It’s so easy to learn how to use ReadyDoc,” says Patrick Dempsey, CMS Founder and President. “Our Advisors Assistant customers will find that once they have ReadyDoc, there’s minimal data entry, and a very short learning curve to successfully use it.”
ReadyDoc® integrates so seamlessly with Advisors Assistant® that it’s like its one program. It stores scanned documents in a secure, efficient and regulatory compliant environment and integrates seamlessly with Advisors Assistant. It can also act as a stand alone browser-based program. The user has complete control of each side of ReadyDoc® and which tasks are performed within it.
Some of the powerful features included in ReadyDoc for Advisors Assistant™ include:
Document markups with sticky notes, annotation and redactions without making permanent changes to the underlying documents
The ability to upload large documents in the background, eliminating having to wait for an upload to complete before scanning another document
Easily send links for documents to review by non-ReadyDoc users, with time-limited email links
Right click to view document audit history which tracks virtually everything that happens to a document such as when and who added, viewed, emailed, printed and more
ReadyDoc for Advisors Assistant™ is a comprehensive document management solution available at a very low cost of ownership. It gives users the tools needed to implement a compliant solution by controlling access to documents, enforcing document retention policies and providing a complete history audit trail.
Learn more about the easy-to-use features of ReadyDoc for Advisors Assistant™ with an online video at this link: http://www.advisorsassistant.com/products/paperless_office.html. Additionally, if you would like to report about the latest features of ReadyDoc for Advisors Assistant™ in your publication, they are always available to speak with you about any questions you might have.
Find out why they were forward-thinking when they first offered Advisors Assistant in 1985 and why they’re still the leader in client management software for the financial services industry. For a demo disk about Advisors Assistant or for more information, please contact Shannon Dempsey, Vice President of Sales, Client Marketing Systems, Inc. at (800) 799-4267 or by email: [email protected]
About Client Marketing Systems, Inc.
Client Marketing Systems, Inc. has provided software for the financial services industry for over 25 years. Advisors Assistant® is a powerful yet easy to use Client Management System which combines CRM with optional Portfolio Management and Insurance Management modules. Advisors Assistant® has been upgraded over the years by listening to and incorporating our users’ suggestions. The goal of Client Marketing Systems, Inc. is to provide financial advisors with a client management program which will increase their sales as well as help run their offices more efficiently. More information is available at our website at www.AdvisorsAssistant.com or by phone 800-799-4267 | 805-773-7981. Also on Twitter: @AdvisorsAssist.
About ReadyDoc LLC
ReadyDoc® is a cloud-based document management solutions company. They have been providing web-based document management and integration solutions to our customers since 2007. ReadyDoc® is different than other web-based providers, in the ease with which it integrates with existing web or desktop-based line of business applications. ReadyDoc® enables organizations of all sizes to capture, manage and centralize their business content which saves time and money by providing immediate access to all of your documents anywhere, anytime. More information about ReadyDoc® is available at www.Readydoc.com or by phone at (855) TRY READYDOC or (855) 879-7323.
Click here to read the full story: Advisors Assistant Introduces ReadyDoc – Web-Based Program to Scan Paper Docs Into the “Cloud”