To better cement your client relationships, you want to give your clients access to personal folders. Store key documents online for each of your clients, including financial plans, net-worth statements, insurance policies, wills, tax returns, and trust documents.
Easy to use, AdvisorVault offers extraordinary security. Files are encrypted while they are uploaded or downloaded and they are stored using high encryption. AdvisorVault transforms your website into a practical tool that can be used by clients. In making a client's personal documents accessible 24/7 over the Web, you supply your clients with an extra level of service and convenience.
- 256-bit Encrypted Secure Document Management
- .NET Platform Using Microsoft SharePoint Technology
- Secure Access for Additional Staff and Outside Professionals
- Automatic Document Expiration
- Globally Shared Folders
- Drag & Drop Documents from Desktop to Vault
- Fully Redundant Infrastructure
AdvisorVault is available with an Advisor Products website or as a stand-alone product.
Hear What Tim Knotts of Hogan-Knotts Financial Group Has To Say About AdvisorVault
Why Integration Of Document Management With Client Vaults Is A Major Advance For Financial Advisors
What if communicating personal information with each of your clients was effortless? That’s no longer a merely a philosophical question. It’s becoming a reality.
Document Management System, Cabinet NG, Integrates With AdvisorVault, Automating Secure Client Communications For Advisors
Cabinet NG, a leading document management system for financial advisors, has integrated with AdvisorVault, streamlining a financial advisor’s work and improving client service.
AdvisorVault Upgrade Results In 400% Increase In Speed
AdvisorVault, a fully-encrypted online application enabling financial advisors to share files with clients, has been upgraded to a server with 64-bit dual processors and six cores.
How Can A Financial Advisor’s Website Generate Referrals From Attorneys, Accountants And Allied Professionals?
For advisors wise enough to be concerned about security of client data secure and privacy rules, AdvisorVault provides an excellent solution for sharing files with clients. But it enables you and your clients to share files with accountants and attorneys, and that’s really important.
AdvisorVault Desktop Connector Simplifies Secure Document Sharing For Financial Advisors
AdvisorVault Desktop Connector, which enables financial advisors to drag and drop any file on their desktop to a client’s vault, is headed for testing shortly and we are seeking beta users. Desktop Connector eliminates the need to open a browser and upload files. You can also drag and drop files from a client’s vault to your computer locally.
Using Your Apps As A Marketing Tool
Having a great client portal or online document vault doesn’t only make your firm more efficient, it also helps you acquire new clients. When financial advisors buy Personal Client Portals or AdvisorVault from Advisor Products, they can post videos to their websites that demonstrate the benefits of the two services to clients and prospects.
Secure, Encrypted Communications Between Advisory Firms And 401(k) Plan Participants
AdvisorVault enables collaboration with third-party professionals. We always envisioned advisors giving access to a client’s vault to the client’s attorney or accountant. But we never imagined using the third-party collaboration features to enable advisors to work more efficiently with 401(k) plan sponsors. But some advisors have already begun using AdvisorVault for this purpose, and it's helping them grow their 401(k) advisory businesses.
Advisor Products Implements Managed Intrusion Detection And Prevention
Advisor Products has implemented a unified threat management system to detect and prevent malicious activities on all of its web servers. Adoption of the Intrusion Detection and Prevention System (IDPS) by Advisor Products had been requested by a large financial institution seeking to use AdvisorVault, a secure system that allows financial advisors to share documents with clients and allied professionals and that is integrated with several portfolio management software applications.
Bug Fix Allows Collaboration On A Single File In AdvisorVault
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.
How Ferrell Wealth Management Slashed The Time It Takes To Send Client Reports By 85%
Advisor Products Online Reporting saves Ferrell Wealth Management about 30-hours of staff time each quarter and $3 in postage and paper per client. In total, FWM is saving about $6,000 annually, far more than the $3,600 a year it pays Advisor Products for the service.
New Features In AdvisorVault 2.5 Increase Advisory Firm Productivity
Increasing productivity at independent financial advisory firms, Advisor Products Inc. today released AdvisorVault 2.5. The free upgrade streamlines routine tasks to promote client service and increase efficiency.
Email Templates For AdvisorVault Released
Advisor Products today released Email Templates For AdvisorVault, enabling automatic email notifications to clients when portfolio reports and other documents are posted.
Online Portfolio Reporting Upgrade
Advisor Products just launched a streamlined interface for firms using AdvisorVault™ to upload portfolio reports from the two most widely-used portfolio reporting systems, Schwab’s PortfolioCenter® and Advent’s Axys®.
The Elephant Wrecking Your Revenues
To once again thrive after the economy stabilizes, advisory firms must change their marketing message to target prospective clients who are more fearful than they were ever before. These are people who will be much less trusting and you must direclty address the new mindset.
Advisor Vault 2.0 Is Hot
Much of the increased demand for our products can be traced to AdvisorVault 2.0, our new secure online vault platform that allows advisors to share documents with clients. AdvisorVault is pretty much a no-brainer for advisors. It is less expensive than standalone online vault platforms marketed to advisory firms and comes with many more benefits.
Reporting Performance Daily
Just because an advisory firm is using a desktop application does not mean it cannot provide online reporting daily. Advisor Products has developed an interface for uploading PortfolioCenter™ reports that allows advisors to batch upload client reports. An advisory firm can create an XML extract of its client reports in PortfolioCenter™ every morning and upload it to our AdvisorVault 2.0 in minutes.
Online Reporting For PortfolioCenterTM Moves Forward
Beta testing of the Advisor Products Inc.'s application for Online Reporting For PortfolioCenter™ has been a great success and we are now focused on improving web reporting for advisory firms using PortfolioCenter™. Beta testers gave rave reviews and some great suggestions for improving the application. Seven advisory firms participated in the beta test by uploading their client reports to our server, which successfully parsed client reports and deposited them into secure folders accessible to clients.
Online Reporting For PortfolioCenterTM In Beta Test
If you’re one of the 3,400 advisory firms using Schwab PortfolioCenter™, we have some good news about sharing performance reports with your clients online. Online Reporting for PortfolioCenter™, a new system now being beta tested by Advisor Products Inc. (API), is less costly, better designed, and easier to use than previous solutions for providing PortfolioCenter™ reports to clients online.
Why Do We Charge Less? Because We Can!
We have focused on developing processes and technology to improve our scalability and service. And guess what? We figured it out. We developed the processes and systems to provide excellent service across our entire array of marketing products and to develop new software applications fast while keeping our costs low. It’s been a tough couple of years, but we’ve done it. Our business is now more scalable and our service is much better.
Advisor Products Beta Tests Online Reporting For Schwab Portfolio Center
Advisor Products announced that it is beta testing Online Reporting for PortfolioCenter™, a new product that will allow the 3,400 financial advisory firms using Schwab PortfolioCenter™ to share performance reports with clients.