Tag Archives: ShareFile

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.

Video Spotlight: Rob Kirkland tells how ShareFile can be an alternative to Dropbox for advisers

Posted on March 12, 2012 by in Video Spotlight

Dropbox is well known among FPPad readers, as I’ve covered the consumer-oriented file sharing service for its mobile apps, a highly-publicized lapse in security, and upcoming integrations with adviser technology providers.

Tackling security head on, ShareFile, another online file storage and sharing service, is taking aim at Dropbox’s lack of enterprise features and built a product it believes is best suited for financial advisers.

In this video spotlight, Rob Kirkland, Sales Executive for ShareFile, talks about the service’s approach to security and how advisers can use it to easily collaborate with an unlimited number of clients and allied professionals.

(click here to view on YouTube)

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.