AI Responsibly with ndMAX
NetDocuments was recently reviewed in the t3 newsletter which deals with technology for financial services professionals. It was written by David Drucker who, along with Joel Bruckenstein, administer the t3 conference and newsletter. Along with running t3, David Drucker is also a journalist, speaker, financial advisor, pit bull rescuer, biker, classic car nut, gadget geek, and 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.
