Tech Bits

Version 6.0 of CNG-SAFE CNG-SAFE: Unspool the acronym and you get Cabinet’s next generation safe access filing environment. This just-released updated version of Cabinet NG Inc’s flagship document management system is meant to meet advisers’ increased concerns for regulatory compliance and data protection. The product offers enhanced security, a new user interface and simplified integration with most Windows-based software, including Advisor’s Assistant, ACT!, LaserApp, Junxure, Outlook and Qube among others. The update provides stronger authentication of users and more-in-depth control over access rights down to the file level, as well as document-level tracking features. The base price for a typical small-office adviser system is $2,500, which includes one server license, two user licenses, a license for CNG-Books (a co-branded QuickBooks interface often used as a back-office tool) and four hours of help with installation, configuration and training. For more information go to cabinetng.com. Laserfiche Compliance While some (like me) might assume it’s software based on the ‘toolkit’ label placed on it in a press release, the just-published Laserfiche white paper entitled “Countering Compliance Confusion” could nonetheless prove useful to advisers or firms that have not yet embarked on their journey toward a paperless office. While this 22-page document is marketing, there’s some genuinely useful advice inside including a four-page worksheet that you can use and expand as a starting point for a document management plan, as well as a two-page appendix written by an attorney on the subject of advisor electronic recordkeeping. To access the paper/toolkit head over to laserfiche.com. InvestEdge and Evare form alliance Thanks to a partnership announced this week between the companies, adviser firms using the InvestEdge ASP platform should soon have access to reconciled, report-ready client data from virtually any custodian via Evare’s data aggregation service. In a nutshell this will give advisers using the InvestEdge platform better access to data on assets not held by their firm, thus allowing them to give their investor clients a more well-rounded sense of their entire portfolio. For more information and actual availability visit investedge.com and evare.com .