Financial Advisor Marketing & Technology

The bug fix to AdvisorVault that I mentioned in my blog entry on June 29  was made a couple of weeks ago, and I just realized I forgot to write an update about that.

Advisors who use AdvisorVault can now share a single file with an accountant or estate planning lawyer.

While you all along have been able to share a client entire vault or a single folder, the bug had prevented advisors from sharing a single file with an outside professional.  

For financial advisors, being able to share client documents securely with attorneys, accountants, consultants, and other allied professionals is an important feature in AdvisorVault.

It’s one of those rare examples where a seemingly small technology feature  provides a big benefit.

Advisors say that collaboration with other professoinals is a natural way of creating a referral network of professionals.

In the course of sharing information about a client in AdvisorVault, allied professionals wind up communicating more efficiently and more frequently. And since secure file-sharing  in AdvisorVault is easy, the feedback I’ve gotten from advisors is that it’s getting used a lot.

This entry was posted on Wednesday, July 28th, 2010 at 10:23 pm and is filed under General. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.