FPA and ActiFi Publish Document Management Software Technology Report

In the latest edition of their technology report series, FPA and ActiFi today released the “FPA-ActiFi Adviser Technology Reports: Document Management Edition” highlighting eight different software solutions available to advisers. Solutions reviewed include the following:

  • CNG-Safe (CabinetNG)
  • Docupace
  • eFileCabinet
  • Grendel
  • Laserfiche
  • NetDocuments
  • Solution 360° (Interactive Advisory Software)
  • Worldox (Trumpet)

I had the privilege of contributing to this report and wrote the introductory notes on the advent of document management and the benefits of using mature document management systems.

Like all FPA-ActiFi technology reports, FPA members have free access to the comprehensive research. The report is also available for purchase by non-members for $495 through the FPA Research Center.


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