Tag Archives: Box.net

FPPad Bits and Bytes for April 20

Posted on April 20, 2012 by in Bits & Bytes

My first item of note this week is an Operations and Technology Survey currently being hosted by ByAllAccounts. In return for providing your email address and survey responses, you’ll receive an executive summary of the survey results. I think it’s a worthwhile tradeoff.

Click here to take the 5-minute survey.

Now on to this week’s stories of interest:

10 Apps to Keep Your Business Organized from Mashable.com

[He’s a general interest article from tech website Mashable.com with 10 great app suggestions. Kudos to Mobile Assistant for being recommended in tip #9!] We asked a panel of successful young entrepreneurs for the mobile apps that keep them on track in their work and on the go. Here are their favorite suggestions.

Advisors Assistant® Now Offers Integration with Orion Services from i-newswire.com

[Advisors Assistant is a top-five CRM program, according to the 2011 Financial Planning Tech Survey, and is very popular with small firms with revenue under $1 million. With a new integration with Orion, Advisors Assistant users can save clicks when wishing to view portfolio information associated with a client record.] Client Marketing Systems, Inc., parent company of Advisors Assistant®, is pleased to announce a new integration with Orion Advisor Services, LLC, an online service bureau and portfolio management system.

Unlike iCloud, Google’s Rumored Cloud Storage Could Be a Privacy Nightmare from Cult of Mac

[I like this article’s balance between opportunities of Google’s long-awaited file storage service and the potential privacy pitfalls of such a service. Advisers seeking client-friendly file sharing solutions similar to Dropbox and Box will want to take note.] Google could easily amass a good deal of data on users of its expected cloud storage service.

Never mind Tamarac, Envestnet is getting RIAs on board with its own stand-alone software from RIABiz.com

[Envestnet’s purchase of Tamarac, Inc. in February for $54 million certainly boosted the company’s technological capabilities, but they continue to win advisers with its own Vantage offering.] Envestnet took its Silicon Valley- and Trivandrum, India-based technology unit and began to offer it as a standalone service called Envestnet Vantage.

FPPad Bits and Bytes for April 13

Posted on April 13, 2012 by in Bits & Bytes

Wednesday’s post on client spoofing received tremendous response from readers and subscribers. Many of you shared your own stories of attempted client spoofing that was eventually detected, and several asked about practices that can be employed to increase the recognition of spoofing without overburdening back office staff and clients. I’m working on several follow up posts to break down examples and provide more information and resources advisers can use to be vigilant against spoofing.

And with that, let’s move on to this week’s stories of interest:

First up is this month’s Morningstar Advisor column, Laserfiche Offers Cloud Connectivity. This leading provider of on-premises document management software is now extending its product line to include a service delivered exclusively over the cloud. This makes the program, one that traditionally required large up-front costs, a more cost-effective option for advisers.

Advisers and iPads: Signs of a tipping point? from InvestmentNews.com

[You know all-too well that iPads are the tablet of choice among advisers. I have the following slide shown below in my iPad presentation showing how much traffic FPPad.com gets from the device. I get 53% from iPads, 27% from iPhone, 16% from Android and 4% for everything else. The FPPad adviser audience should be more tech-savvy than the broad InvestmentNews audience, and it shows! Thank you!] Roughly 36% of our mobile visits [to InvestmentNews.com] came from the iPad in March, compared with roughly 35% from the iPhone, which came in as No. 2 for mobile traffic sources.

 

2012 Is on Us: Egnyte Announces Box Buster Buyout Program from MarketWatch.com

[Advisers visit FPPad for information on cloud file storage services like Dropbox, ShareFile, and Box, but one that I haven’t specifically covered (though it’s on my resource radar) is Egnyte. This press release from the company features useful feedback from one Dallas-based RIA, True North Advisors, on how the solution satisfied the firm’s needs for security and easy deployment.] Egnyte, the leading provider of Cloud and HybridCloud File Sharing solutions for Businesses, today announced the Box Buster Buyout program. Aimed at businesses that are paying for Box accounts and found they’ve outgrown their usefulness, the Box Buster program allows paying Box customers to switch to a matching plan on Egnyte, at no cost for the duration of 2012 and free migration.

LogMeIn Prepares To Take On Dropbox & Box With Launch Of Cloud Storage Service Cubby from TechCrunch.com

[Like I said above, cloud file storage services are getting lots of attention from everywhere. Here’s yet another service from the folks at LogMeIn called Cubby to add to your list of potential resources.] LogMeIn, the company known best for its remote access tools, is today launching its own cloud storage service, as an alternative to those from Dropbox or Box, for example.

Box brings enterprise capabilities to the iPad with OneCloud

Posted on March 28, 2012 by in Efficiency

iPads are increasingly popular among financial advisers, but there are still a number of holdouts because you can’t easily modify and update documents on the tablet like you can with a laptop.

One company aims to eliminate that drawback today.

Box, the provider of online document backup and collaboration, released OneCloud today, “the first enterprise mobile framework” for the Apple iPad.

Watch this two-minute video on how OneCloud works and see the four “premier apps” in action to edit documents, annotate PDFs, create todos, and electronically sign forms in the framework.

(click to view on YouTube)

FPPad Bits and Bytes for January 28

Posted on January 28, 2011 by in Bits & Bytes

Again, we’re busy behind the scenes working with new clients, preparing new presentations for upcoming conferences, and writing new content for columns and articles. Blog posts are sporadic, but we still reserve the best tech related stories for Friday’s Bits and Bytes update.

Here are this week’s stories of interest:

New Portfolio Management Software For Advisors; AdvisorEdge Looks Good from advisors4advisors.com

AdvisorEdge is a new portfolio management software (PMS) app that is being launched as a result of a patnership between Mike Kelly of Back Office Support Service, and Matt Abar of FinFolio.

Making sense of document storage confusion from InvestmentNews.com

A good document storage system can offer convenience by allowing advisers and clients to share documents securely over the Internet, no matter where they are.

Take Digital Notes, Discreetly from MorningstarAdvisor.com

When attending conferences, advisors may find the process of using a laptop to take notes too obtrusive. Here’s one alternative that makes the process much more inconspicuous.

How a big Atlanta RIA kept sledding with technology after snow paralyzed the city from RIABiz.com

While most Atlantans spent the week ensconced at home, Balentine employees continued with business as usual with the help of laptops, iPads, iPhones, and NetX360.

One Year Later: Revisiting FINRA’s Social Media Usage Guidelines from CMSWire.com

A year ago FINRA, the regulator that oversees brokers and other financial advisors, released guidelines for social media usage. Since then, financial advisors have carefully tip-toed into the social media landscape, thanks to financial networking sites like LinkedFA.com and Smarsh.