ReadyDoc

ReadyDoc is a web based system.  It is a full featured document management system with a very low cost of entry.  The advantages of ReadyDoc are:

Full featured document and file storage.

Easy to use.

Scanned and stored files appear in Advisors Assistant View Client With Files or View Policies or View Accounts with Files and automatically associate themselves with the client, policy or account being viewed when scanning.

Loads from inside Advisors Assistant with just one click.

View documents by just clicking on the file name in Advisors Assistant.

View documents from browser when Advisors Assistant is not available.

Usual cost of $59 per month (as of December 2011 and subject to change) plus a one time installation of $99.

Up to 25 users at this cost.

Monthly cost covers up to 10 GB data storage. (about 25,000 pages B&W scanning)

For more information on ReadyDoc, please contact our Sales Department.

For a video on Ready Doc, follow this link: http://www.advisorsassistant.com/products/paperless-office/