Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors

Flower

Advisors Can Share Any Document Securely With Clients With AdvisorVault Desktop Connector

Financial advisors can now drag and drop any file on their desktop to a client’s vault.

With the launch this week of AdvisorVault Desktop Connector, Sharing documents securely with clients has never been so easy.

There’s no need to open a browser, log in to a vault application, browse to a client’s vault, and browse to the file you want to upload.

The drag and drop capability means advisors can routinely share documents with clients and outside professionals throughout the business day as part of their routine workflow.

DesktopConnector is the latest enhancement to AdvisorVault, which is a fully encrypted web-based system enabling secure sharing of personal financial documents with clients, estate planning attorneys, and accountants.

AdvisorVault Desktop Connector lets advisors view all of their clients’ vaults and drill down in each vault’s folders right on their desktop without opening a browser.

Compatible with Windows operating systems, is available at no additional charge to AdvisorVault users.

AdvisorVault integrations with Schwab PortfolioCenter, Advent Axys, Albridge Solutions, AssetBook, CabinetNG, MoneyGuide Pro, and other leading professional applications imports client reports in batches.

AdvisorVault is used by more than 400 advisory firms and offers features and workflows that make advisory firms more efficient and better able to communicate personal information to clients.

For more information, please contact us.

Leave a Reply