Revisión del portal del cliente de NetDocuments

noviembre 5, 2009
Salt Lake City, UT

Revisión del portal del cliente de NetDocuments

NetDocuments fue revisado recientemente en el boletín t3 que trata sobre tecnología para profesionales de servicios financieros. Fue escrito por David Drucker quien, junto con Joel Bruckenstein, administra la conferencia y el boletín t3. Además de ejecutar t3, David Drucker también es periodista, orador, asesor financiero, salvador de pitbull, motociclista, loco por los autos clásicos, fanático de los gadgets y bluesman.

In his recent article titled, "A Sampling of Client Portals," Drucker reviewed four different products that provide client portal functionality for financial advisors. The four products reviewed were Advisorsites, Family Office Network, NetDocuments and Make It A Good Day.

El término "Portal del cliente" es difícil de definir ya que pueden variar de muchas maneras, pero Drucker lo define comparándolo con una bóveda virtual con algunas diferencias. Drucker afirma: "Un portal de cliente va más allá del concepto de bóveda de cliente en el sentido de que una bóveda contiene documentos o materia prima, y un portal incluye herramientas para trabajar con esos documentos".

In the NetDocuments portion of the review, Drucker asked Leonard Johnson a few questions.

A client portal goes beyond the concept of a client vault in that a vault contains documents, or raw material, and a portal includes tools for working with those documents. A client portal goes beyond the concept of a client vault in that a vault contains documents, or raw material, and a portal includes tools for working with those documents. In his review of NetDocuments, What are the various ways advisors using NetDocuments can interact with clients, I asked Johnson? "RIAs are telling us they use NetDocuments as a digital portfolio binder, organized by tabs, from which email notifications are sent if new docs are posted or changes are made." How does notification work? "If an advisor wants to notify a client of a new document that's been uploaded, he right clicks on the document and says notify client. If he's using Outlook, Outlook will open and embed a link to the folder or documents uploaded, then send the client an email the normal way. If he doesn't have Outlook, then a NetDocuments email dialogue box opens for him to use. It doesn't have an inbox; just the ability to email out."

Us at NetDocuments appreciate t3 for including us in their client portal reviews and found the review done by Drucker to be accurate and fair. To see the entire review, click here.

La conferencia t3, en la que participará NetDocuments, tendrá lugar los días febrero 17 - 20, 2010 en San Diego, California.