Laserfiche presents Intuition Pro

Laserfiche, of Long Beach, Calif. officially rolled out its new Intuition Pro document management system.
SEP 11, 2007
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

How AI search aided scam from phony NFL player, fake financial advisor
How AI search aided scam from phony NFL player, fake financial advisor

Daejon Love and Taylor Chan's $1.3 million romance fraud scheme exposes how AI search engines can be manipulated by fabricated online identities

Schwab ordered to pay clients $1.34 million in crypto dispute involving elderly client
Schwab ordered to pay clients $1.34 million in crypto dispute involving elderly client

“It was a third party scam,” said the attorney representing the claimants.

RIA moves: Mercer adds to Atlanta presence with veteran advisor from Northern Trust
RIA moves: Mercer adds to Atlanta presence with veteran advisor from Northern Trust

Meanwhile, &Partners draws another Commonwealth practice, and Wealthcare welcomes a $550 million planning practice in the Northeast.

CogniCor adds wealthtech veterans to board in renewed RIA push
CogniCor adds wealthtech veterans to board in renewed RIA push

Palo Alto AI platform recruits RIA and fintech leaders as industry data show AI adoption reshaping advisor staffing.

Advisor moves: Merrill draws $1.2 billion UBS team in New Mexico
Advisor moves: Merrill draws $1.2 billion UBS team in New Mexico

Meanwhile, Raymond James, Wedbush, and LPL recruited veteran advisors from across Texas, North Carolina, and California.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income