Advisors Assistant Introduces ReadyDoc - Web-Based Program to Scan Paper Docs Into the "Cloud"

Online, March 7, 2012 (Newswire.com) - For years, Client Marketing Systems, Inc., (CMS) the parent company of Advisors Assistant® offered its customers the paper scanning program, Imaging Assistant®. Now CMS is proud to offer its customers ReadyDoc for Advisors Assistant™ - an easy to use web-based application for scanning. This smart, online program seamlessly scans client paperwork, quickly links these new "electronic" documents to each client's profile and stores it all in the "cloud" for easy retrieval and automatic backups.

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; and

* 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, representatives from Advisors Assistant are always available to speak with you about any questions you might have.

Find out why Client Marketing Systems was 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 and insurance industries. 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].

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