Imaging Assistant

Imaging Assistant is document and file storage system written by Client Marketing Systems, Inc. to integrate with Advisors Assistant.  It is computer based, which means the documents are stored on your network.

There are Help Topics for Imaging Assistant in this Help file.  For an Overview of Imaging Assistant, click HERE.

For a video on Imaging Assistant, follow this link: http://www.advisorsassistant.com/products/paperless_office.html