FPPad Bits and Bytes for January 25

I’m under the weather today, so there’s no FPPad On Air broadcast. As conference season is in full swing including upcoming events of TD Ameritrade Institutional 2013 National Conference and T3 2013, broadcasts will return in mid-February.

Here are this week’s stories of interest:

Shoot for the Stars, Land in the Cloud – World’s First Mikogo Cloud Desktop from Mikogo.com

[Most readers recognize Mikogo for their screen-sharing app for virtual meetings. But here’s an announcement for an all-new product from the company, a cloud desktop. But “World’s First?” I don’t agree. Cloud desktops are not new: consider OnLive Desktop, which launched in January 2012, but this news is noteworthy coming from a company with more connections with financial services (and its compliance requirements) than the typical startup. Nevertheless, using a tablet to control a cloud desktop can lead to severe frustration since most desktop apps (read: Microsoft Office) are in no way optimized for touch.] The Mikogo Cloud Desktop is an innovative browser-based way of hosting an entire computer system in the Cloud. Built on HTML5 technology and 100% browser-based, there are no downloads, no software installations and no plugins, you can just open a browser on any computer or tablet and log in to your Cloud Desktop.

NetDocuments Upgrade Available to iManage, Worldox and OpenText Users at No Cost from CPAPracticeAdvisor.com

[With the exception of Laserfiche and Cabinet, news from the document management world has been quiet. This week, one leading cloud-based provider is converting users over from several legacy systems to its own for free. Really, I suspect Worldox is the only provider of note for subscribers, as iManage and OpenText are found much more in legal services than financial services.] NetDocuments announced today that it will offer a free upgrade to the cloud for current users of iManage, Worldox or OpenText. NetDocuments provides cloud content management and collaboration services to organizations of all sizes, including Charles Schwab.

How Do the New Wealthy Communicate? Digitally, Futurewealth Report Says from AdvisorOne.com

[Yes, this article is a bit short on details, but the main point comes through loud and clear: more and more of your clients (and future clients) are going to want to connect with you via Skype, FaceTime, text message, and other tech-enabled pathways. So the time to start developing practices around such technology is now!] The world’s up-and-coming wealthy are not only adopting new technologies, but also understand how digital communication tools can enhance experiences, according to a study released last week by SEI, Scorpio Partnership and Standard Chartered Private Bank.

An Inside Look at Smarsh, Inc. from YouTube

[Here’s a terrific video produced for Smarsh to give advisor clients and prospects an idea of what the company is trying to do to improve the businesses of their customers. It’s very well done and should serve as a model for a potential way you can highlight your business using this medium.]


One Response to “FPPad Bits and Bytes for January 25”

  1. Adam Bullock January 25, 2013 11:11 am

    Thanks for including the video about Smarsh, Bill!