NetDocuments loved T3 Conference for Registered Financial Advisors, Mint.com, Client Portals and more...


Post Authored by Leonard Johnson, VP Marketing, NetDocuments

Leonard Johnson and Marc Duncan attended T3 Conference in La Jolla, California this past week on February 17th to the 20th. We not only enjoyed beautiful, warm weather at the Hilton La Jolla Hotel adjacent to the world-class Torrey Pines Golf Course, but more importantly we enjoyed visiting with many of our customers and consultants of this prestigious financial investment advisory industry. Marc works closely with our customers and prospective customers in this industry and he stated, "it was like a family reunion." We have wonderful customers who are great to work with and we greatly appreciate their business.

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NetDocuments Client Portal Review


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.

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