Laserfiche presents Intuition Pro

Laserfiche, of Long Beach, Calif. officially rolled out its new Intuition Pro document management system.
SEP 11, 2007
By  Bloomberg
Laserfiche, of Long Beach, Calif. officially rolled out its new Intuition Pro document management system yesterday at the FPA conference here. The product was specifically designed for smaller adviser firms. It allows advisers to capture, store, archive, search for, and retrieve any document in a few mouse clicks. As part of the show, Laserfiche and Visioneer demonstrated a jointly developed OneTouch link to Intuition that enables users that have a Visioneer or Xerox DocuMate scanner to capture document pages in a single optimized step, basically with a single mouse click. Intuition Pro costs $1,495 for a single PC license and includes the Intuition software package, quick start manual, registration key for the Intuition support site, and one year of technical support. If one lacks a scanner a package that bundles a Visioneer Strobe 450 and Intuition Pro is available for $1,995. Intuition Pro software supports a large number of scanners from many different manufacturers right out of the box, so if a firm already owns one chances are good that Intuition Pro will already support it. Among its many features, Intuition Pro has an effective search engine for finding and retrieving scanned documents, a redacting feature for protecting sensitive information prior to printing, and a set of document distribution features to help advisers with e-mailing customer documents and compliance records. For additional information: www.intuitionpro.com www.visioneer.com www.xeroxscanners.com Check back over the next few weeks for a full InvestmentNewsreview of Investment Pro.

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.