CabinetNG Archives

Cabinet MOBILE iPad app is the latest way to leverage document management on the popular tablet

Posted on November 20, 2012 by Bill Winterberg in Software, Technology

In a press release today, Cabinet, a provider of document management software, announced the release of its own app for iPad called Cabinet MOBILE.

View the Cabinet MOBILE listing in iTunes ($9.99).

Cabinet joins other document management providers like Laserfiche, Worldox, and NetDocuments in the trend of providing customers access to their electronic documents through a native mobile application.

PODCAST: Cabinet President Andrew Bailey discusses secure file sharing, iPad app

Posted on September 6, 2012 by Bill Winterberg in Software

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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]

FPPad Bits and Bytes for March 9

Posted on March 9, 2012 by Bill Winterberg in Bits & Bytes

I released several new spotlight interview videos this week featuring Laserfiche reseller CitiesDigital, portfolio accounting service bureau AssetBook, and performance report platform AdvisoryWorld. Be sure the check them out and send me any feedback you have.

First, I’ve always been looking for services like Dropbox that are easy to use, but combine ease of use with robust security features. I think I found one of those possible solutions for advisers, so don’t miss this month’s column for Morningstar Advisor, A Document Vault Your Clients Might Actually Use.

Here are this week’s stories of interest:

Cabinet NG Announces CNG-SAFE 7.5 from Marketwire.com

[Not to be outdone by Laserfiche’s product announcements made at its user conference in January, Cabinet NG, another document management software solution for financial advisers, has updated its program with enhanced forms processing and additional Quickbooks integrations.] Cabinet NG, provider of electronic document management and workflow management software, today announced the release of CNG-SAFE 7.5, the latest version of its complete document management and workflow software product.

EFileCabinet Releases Mobile App from CPAPracticeAdvisor.com

[eFileCabinet is not a well-known name in the financial adviser market. However, this document management software company has fairly good adoption among CPAs, so it’s just a matter of time until they start branching out into the independent adviser industry.] eFileCabinet, Inc., a provider of enterprise content management solutions, recently released the eFileCabinet Online mobile app for the iPhone, iPad and iPod Touch.

The Principal Financial Group® Chooses Actiance to Provide Social Media Monitoring Platform from Marketwire.com

[Erado, Socialware, and Arkovi have made a number of the last Bits and Bytes updates, but one that has been relatively quiet is Actiance. In this press release you’ll get some statistics on the inroads the company is making in the social media compliance market.] Actiance, helping organizations benefit from new forms of communications and collaboration, today announced that The Principal Financial Group® has deployed its Socialite platform to help meet regulatory requirements that allow the firm’s financial professionals to use social media for business purposes.

Maximize Your Technology Spending in 2012

Posted on January 4, 2012 by Bill Winterberg in Efficiency, Software, Technology

My contribution schedule to the Journal of Financial Planning has changed for 2012. Instead of columns in the May and November editions, look for my articles in this year’s January and July editions.

To kick off 2012, I highlight 13 products and services you can purchase in 2012 that are sure to increase your firm’s growth and your personal productivity.

And you don’t need to spend big bucks to benefit from these ideas. There’s something for everyone with budgets ranging from as little as $100 up to $5,000.

So read January’s column at the Journal of Financial Planning now, Maximize Your Technology Spending in 2012.

FPPad Bits and Bytes for August 19

Posted on August 19, 2011 by Bill Winterberg in Bits & Bytes

While August may mean a typical slowdown in client activity for advisors, I’ve had one of my busiest week’s yet. I’m working on my second contribution for the Journal of Financial Planning (to be published in November), conducting research for September’s Morningstar Advisor column, creating content for Blueleaf, and creating two new slide decks for presentations coming up in September and October.

Here are this week’s stories of interest:

Financial Advisors Putting Client Data in “The Clouds” from RegisteredRep.com

[Jude is a good friend and I’m pleased to see this interview about how he runs his new practice almost entirely in the cloud.] When Jude Boudreaux launched his solo practice, Upperline Financial Planning in September, he headed for the clouds. There’s no server, no software upgrades, no technology manager — just him, his MacBook Air and a home office.

Cabinet NG Introduces Industry First Features With CNG-WEB 8 from Marketwire.com

[The battle in document management for financial advisers continues. Cabinet NG steps it up with increased support for web and mobile access to documents stored in its hefty repositories.] Cabinet NG, provider of document management and workflow management software, today announced a new version of CNG-WEB, its browser-based document management interface. This release marks the latest step in the company’s strategy to make documents available to authorized users securely at any time, from anywhere.

Socialware raises $7 million from Statesman.com

[Social media compliance services are getting serious. Many companies are now entering a period of strong growth, including Socialware, which has nearly tripled its staff in less than a year.] Software developer will use funding for research and development, adding staff.

Schwab Intelligent Integration Begins Pilot Phase from Financial Advisor magazine

[Schwab IMPACT is about 2 months away. Will SII’s platform be ready for primetime with all advisers by then?] Charles Schwab & Co. Inc. has completed beta testing of its custom Salesforce integration, and is entering the pilot testing phase.

FPA and ActiFi Publish Document Management Software Technology Report

Posted on June 21, 2011 by Bill Winterberg in Software

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.

FPPad Bits and Bytes for June 10

Posted on June 10, 2011 by Bill Winterberg in Bits & Bytes

I’ve spent the week catching up on a backlog of work, vendor demos, phone calls, and reading due to May’s busy travel schedule. Tungle.me deserves recognition for helping me keep my sanity while scheduling all the calls and demos this week. If you haven’t heard of Tungle.me, read my column for Morningstar Advisor A Simpler Way to Schedule Meetings and try it yourself.

Now on with this week’s stories of interest:

Cabinet NG Creates New Class of Web-Based Document Management with CNG-WEB from CabinetNG.com

Cabinet NG, an on-premise document management software application, extends its functionality to the web with its latest release of CNG-WEB, making document capture and access from remote locations easier than ever.

One RIA’s unvarnished views on Advent, Black Diamond, Tamarac, IAS, Orion and Schwab PortfolioCenter after an odyssey of test drives from RIABiz.com

Take six portfolio management applications, drop them in a bucket, shake it around with a dose of trials and due diligence, and out comes one winner (in theory). Here’s one adviser’s perspective on hashing out a portfolio management solution for his practice.

Choosing Software That Works for Your Advisory Firm—Part 7: The Keys to Success from AdvisorOne.com

The seventh update in a series by Spenser Segal of ActiFi designed to present best practices to advisors on how to choose, implement and monitor new technology for an advisory firm.

Advent Brings APX to Pershing NetX360 from Marketwire.com

Advent Software, Inc., a leading provider of software and services for the global investment management industry, today announced that Pershing’s introducing broker-dealer and independent registered investment advisor (RIA) customers will now have access to Advent Portfolio Exchange® (APX) through NetX360™, its innovative, open-architecture technology solution.

FPPad Bits and Bytes for May 13

Posted on May 13, 2011 by Bill Winterberg in Bits & Bytes

We’re attending the 2011 FPA DFW Financial Planning Symposium today (our second of four conferences this month!) and will be live tweeting updates using the #FPADFW hashtag.

In the meantime, below are this week’s best stories in financial planning technology.

Read this month’s column for Morningstar Advisor, A Popular CRM Gets an Upgrade

Over the last 12 months, Redtail product developers and engineers have been working hard to prepare a new version of its CRM, code-named Project Leapfrog, scheduled for official release in January 2012. In this month’s column, Bill explores the new features and design of Project Leapfrog and how they improve this already-popular CRM.

Cabinet NG First to Offer Scheduling, Workflow and Document Management in One Package from MarketWire.com

Cabinet NG, provider of document management and workflow management software, today announced the latest version of CNG-SAFE 7.0. The new version aligns document and contact management through its breakthrough scheduling capability making it an industry first with scheduling, workflow and document management in one core package.

Cambridge, Commonwealth vault advisors into social media; the boost is mostly free, for now from RIABiz.com

Sensing the urgency for advisors to have access to social media, Cambridge Investment Research and Commonwealth Financial Network have begun offering their advisors coaching and technology services to help them use social web sites.

Choosing Software That Works for Your Advisory Firm-Part 5: How to Implement New Technology from AdvisorOne.com

The fifth update in a six-part series by Spenser Segal of ActiFi designed to present best practices to advisors on how to choose, implement and monitor new technology for an advisory firm.

Actiance Selected by Smarsh as Social Media Compliance Partner from Reuters.com

Actiance, enablers of the safe and compliant use of unified communications, collaboration and Web 2.0, today announced that Smarsh, the managed service leader in secure and reliable email archiving and compliance solutions, has expanded its agreement with Actiance to include the Socialite platform.

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