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Document management software provider facilitates secure file sharing between advisers and clients; iPad app releasing soon
For today’s podcast, I was joined by Andrew Bailey, president of document management software provider Cabinet, to learn more about his company’s solution for financial advisers.
Cabinet President Andrew Bailey
Readers likely recognize Cabinet as CabinetNG, but last month the company dropped “NG” from its name in a new branding campaign (NG stood for Next Generation, a label Bailey feels the company has since transcended).
Bailey and I spoke about Cabinet’s flagship product called SAFE, and how they’ve added features useful to financial advisers, such as a private cloud hosting option to eliminate the need for a local server to run the software.
Also, Bailey hinted at the upcoming release of Cabinet’s app for iPad, something I was able to see early versions of during a visit with vice president Jim True several weeks ago. Bailey anticipates the Cabinet iPad app will be released in Q4 this year.
You can learn more information on Cabinet at www.cabinetpaperless.com.
[photo: Cabinet – Flickr]
