Tag Archives: Worldox

FPPad Bits and Bytes for January 25

Posted on January 25, 2013 by in Bits & Bytes

I’m under the weather today, so there’s no FPPad On Air broadcast. As conference season is in full swing including upcoming events of TD Ameritrade Institutional 2013 National Conference and T3 2013, broadcasts will return in mid-February.

Here are this week’s stories of interest:

Shoot for the Stars, Land in the Cloud – World’s First Mikogo Cloud Desktop from Mikogo.com

[Most readers recognize Mikogo for their screen-sharing app for virtual meetings. But here’s an announcement for an all-new product from the company, a cloud desktop. But “World’s First?” I don’t agree. Cloud desktops are not new: consider OnLive Desktop, which launched in January 2012, but this news is noteworthy coming from a company with more connections with financial services (and its compliance requirements) than the typical startup. Nevertheless, using a tablet to control a cloud desktop can lead to severe frustration since most desktop apps (read: Microsoft Office) are in no way optimized for touch.] The Mikogo Cloud Desktop is an innovative browser-based way of hosting an entire computer system in the Cloud. Built on HTML5 technology and 100% browser-based, there are no downloads, no software installations and no plugins, you can just open a browser on any computer or tablet and log in to your Cloud Desktop.

NetDocuments Upgrade Available to iManage, Worldox and OpenText Users at No Cost from CPAPracticeAdvisor.com

[With the exception of Laserfiche and Cabinet, news from the document management world has been quiet. This week, one leading cloud-based provider is converting users over from several legacy systems to its own for free. Really, I suspect Worldox is the only provider of note for subscribers, as iManage and OpenText are found much more in legal services than financial services.] NetDocuments announced today that it will offer a free upgrade to the cloud for current users of iManage, Worldox or OpenText. NetDocuments provides cloud content management and collaboration services to organizations of all sizes, including Charles Schwab.

How Do the New Wealthy Communicate? Digitally, Futurewealth Report Says from AdvisorOne.com

[Yes, this article is a bit short on details, but the main point comes through loud and clear: more and more of your clients (and future clients) are going to want to connect with you via Skype, FaceTime, text message, and other tech-enabled pathways. So the time to start developing practices around such technology is now!] The world’s up-and-coming wealthy are not only adopting new technologies, but also understand how digital communication tools can enhance experiences, according to a study released last week by SEI, Scorpio Partnership and Standard Chartered Private Bank.

An Inside Look at Smarsh, Inc. from YouTube

[Here’s a terrific video produced for Smarsh to give advisor clients and prospects an idea of what the company is trying to do to improve the businesses of their customers. It’s very well done and should serve as a model for a potential way you can highlight your business using this medium.]

FPPad Bits and Bytes for December 21

Posted on December 21, 2012 by in Bits & Bytes

There’s no FPPad On Air broadcast scheduled for today, but be sure to check out the library of content for episodes you may have missed

Here are this week’s stories of interest:

Where to go online for year-end money advice from Reuters.com

[While author Beth Pinsker calls services like Personal Capital and Betterment “upstarts,” I feel they’re gaining significant marketing momentum, especially with recent mentions such as this Reuters article, FastCompany, and even The Economist. Are you ready to compete head-to-head as these upstarts become more mainstream in 2013?] Online calculators can readily tell you much house can you afford, when to retire or how long will it take to pay off debt. But comprehensive investment guidance has been a lot harder to come by with the click of a mouse.

Wingate Wealth Advisors Switches From Worldox to NetDocuments and XLR8 from PRWeb

[While not a huge deal among document management providers, I find the reasoning of this press release from NetDocuments interesting. Worldox does offer a hosted version, Worldox/Web Mobile for $25/user in addition to standard license fees. Then, Worldox can be integrated with Salesforce through a product called Virtuoso from Trumpet, Inc. So why did Wingate feel compelled to abandon Worldox rather than explore options to move it to the cloud and integrate into Salesforce using Virtuoso? It likely came down to cost, I suppose.] Wingate Wealth Advisors announced it has selected NetDocuments and XLR8 as their integrated document, email, and Customer Relationship Management (CRM) platform. “Wingate decided to switch to NetDocuments because of their cloud-based offering and their seamless integration with our CRM system, XLR8, which is built on the Salesforce.com platform,” Mark Greco, the firm’s Chief Operating Officer, stated.

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

Posted on November 20, 2012 by 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.

More than read only

What’s really powerful is that Cabinet MOBILE is not just an app for read-only access to documents. Files can be checked out of the repository, edited, and checked back in, all from the iPad.

To demonstrate many of the core features of Cabinet MOBILE, Jim True, vice president of product management for Cabinet recently visited FPPad headquarters to give me a one-on-one demo of the app.

(click here to watch on YouTube)

Tamarac announces Advisor® Xi, new integration partners, facilitates document management for advisers

Posted on November 1, 2011 by in Portfolio Management Software

Tamarac’s integrated platform expands connections to popular document management software applications. 

In a press release today, Seattle-based Tamarac Inc. announced the first wave of integration partners for the latest iteration of its platform for advisers, Advisor® Xi.

Click here to read the full release on PRNewswire.

Three popular document management software applications headline the integration, with support announced for Laserfiche® from Cities Digital, Worldox® from Trumpet, and NetDocuments®. In addition to the document management integrations, Advisor Xi will also include integrations with Laser App for online form submissions, MoneyGuidePro™ for financial planning, ByAllAccounts® for account aggregation, and Rackspace for hosted Microsoft Exchange®.

Matt Stroh, VP of Marketing at Tamarac said in the press release, “Partnering with these first-class vendors represents Tamarac’s commitment to taking integration to the next level. Together, we will offer a complete best-of-breed platform that will give financial advisors greater opportunities to replace manual processes with fully automated workflows that span across multiple, integrated products.”

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.