NetDocuments launches Apps Marketplace

JUN 18, 2013
Cloud-computing content management provider NetDocuments has had a busy year so far. After two major releases, it recently announced the availability of a NetDocuments' Apps Marketplace. NetDocuments is a big cloud-based provider of document management services to large enterprise companies as well as law firms and financial services firms. It is used in 140 countries. The news should be of some interest to those who also use the Schwab Performance Technologies turnkey Integrated Office platform. That platform includes a customized version of Salesforce CRM. For those not on the platform, the NetDocuments piece acts as an advisory firm's document management and e-mail-archiving system, and thereby provides a firm's advisers with a centralized, searchable and outsourced online hub for storing client documents and communications. And the NetDocuments Apps Marketplace is a centralized location for third-party software developers to create applications that integrate with the company's existing systems and services. This should end up meaning that as yet unimagined apps might be developed to simplify an adviser's life further (or perhaps the more likely scenario is that apps will be designed for other users that can be adapted for advisers). It is unclear how analogous it is to Salesforce's own App Exchange, but the firm does support a pretty diverse client base. As part of the launch, NetDocuments is rolling out the 13.2 release of its content management and collaboration service. A big part of this release is the availability of the new app programming interface called REST API, which gives developers a second means of integrating with NetDocuments apps in addition to the older SOAP protocol abilities already available. With any document management or document storage system, search becomes a quintessential component, and with this latest release, the firm has updated its NDSearch system.

Latest News

Financial advisors often see clients seeking to retire early; Here's what they tell them
Financial advisors often see clients seeking to retire early; Here's what they tell them

Wealth managers highlight strategies for clients trying to retire before 65 without running out of money.

Robinhood beats Q2 profit estimates as its business goes beyond YOLO trading
Robinhood beats Q2 profit estimates as its business goes beyond YOLO trading

Shares of the online brokerage jumped as it reported a surge in trading, counting crypto transactions, though analysts remained largely unmoved.

Dimon and Trump talk economy and Fed rates as meetings resume
Dimon and Trump talk economy and Fed rates as meetings resume

President meets with ‘highly overrated globalist’ at the White House.

NASAA moves to let state RIAs use client testimonials, aligning with SEC rule
NASAA moves to let state RIAs use client testimonials, aligning with SEC rule

A new proposal could end the ban on promoting client reviews in states like California and Connecticut, giving state-registered advisors a level playing field with their SEC-registered peers.

Could 401(k) plan participants gain from guided personalization?
Could 401(k) plan participants gain from guided personalization?

Morningstar research data show improved retirement trajectories for self-directors and allocators placed in managed accounts.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.