Tag Archives: eFileCabinet

FPPad Bits and Bytes for March 9

Posted on March 9, 2012 by 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.

FPA and ActiFi Publish Document Management Software Technology Report

Posted on June 21, 2011 by 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 May 6

Posted on May 6, 2011 by in Bits & Bytes

Today is the final day of FPA Retreat 2011, and Bill will soon be flying to Baltimore for a short weekend visit before returning to Dallas next Monday. As the events at Retreat unfolded, we’ve taken brief breaks to cover the best of technology news for advisers this week.

Here are this week’s stories of interest:

TechCheck: Archiving for QuickBooks gets quicker from InvestmentNews.com

This InvestmentNews update covers a new Quickbooks integration in eFileCabinet Inc., a free social media policy resource, and news of the partnership between Trust Company of America and Black Diamond Performance Reporting.

TradeWarrior and TradePMR Announce Integrated Partnership from MarketWire.com

TradeWarrior and TradePMR announced today an integration between the two firms. The partnership provides TradePMR advisors with the ability to seamlessly export their client data files into TradeWarrior’s powerful rebalancing and trading system. The affiliation marks the first time TradePMR has made rebalancing software available to their advisors.

Lean on Me at FA-Mag.com

The major custodians are taking a leaf from the page of the independent broker-dealers who, in the best of cases, look beyond their advisors’ need for trade execution to the entire area of practice management.

Dropping Out of the Tech Arms Race at RegisteredRep.com

But even while confidence has slowly crept back among advisors, as the market has cooperated as well, many are still holding tight to the lessons of the past few years — spending on technology, but with a new kind of financial savvy and discretion.

Read Bill’s column for the May issue of the Journal of Financial Planning, Five Misconceptions About Document Management

Financial planners have benefited tremendously from new technologies introduced in the digital age by being able to conduct much of their business while on the go. However, one area of the digital movement that financial planners have been slow to adopt is document management technology.

The Tech Needs of Advisors on Advisor TV at Financial-Planning.com

At the Tiburon CEO Summit, Stuart DePina, CEO of software provider, Tamarac Corp., discusses what firms need to do with technology to service clients more effectively.

FPPad Bits and Bytes for December 3

Posted on December 3, 2010 by in Bits & Bytes

Bits and Bytes was on break last week for the Thanksgiving holiday, so this week you’re getting two week’s worth of technology updates in one.

Here are the stories of interest from the last two weeks:

Technology Survey 2010 from Financial Planning Magazine

This year marks our fourth anniversary, and there is plenty to be excited about. With our growing sample size and a historical record to draw upon, we think we are better positioned than ever to offer readers an analysis of the state of technology within our industry.

Envestnet Launches Industry’s First Advisory Platform to Deliver Comprehensive Support for ‘Unified Managed Household’ at PRNewswire.com

Envestnet today announced the next generation of its industry-leading wealth management platform for advisors, the industry’s first advisory platform with truly integrated analysis, guidance and reporting for the emerging “unified managed household” (UMH) advice model. Advisors employing the UMH model seek to address the client’s entire financial situation through focus on effective deployment of all of the client’s investment assets, not just those managed by the advisor.

eFileCabinet rolls out latest version of SecureDrawer from InvesetmentNews.com

eFileCabinet, Inc., a content management provider (which includes document management), announced availability of version two of its SecureDrawer web-based client portal service.

NetDocuments Gets a Makeover at the NetDocuments SaaS Blog

In the spring of 2011, NetDocuments users will get a new user experience. Without sacrificing any of our industry leading functionality and reliability, we have redesigned the user interface to improve navigation and simplify the management of documents in the cloud.

Shorter Links, Greater Impact at MorningstarAdvisor.com

As you scour the Internet for information on financial planning and wealth management, you often find articles and websites you want to share with clients and colleagues. When you post links to the information on your website, blog, or social network of choice, how do you know how much traffic those links generate?

EISI Upgrades Entire Product Line at FA-Mag.com

EISI, North America’s leading supplier of financial planning software to financial professionals, has announced upgrades to all three of its software packages: NaviPlan Select, Profiles Professional, and Profiles Forecaster.