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Client Portals In AdvisorVault

Financial Planning
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The main components of a powerful new client portal for financial professionals is now live on production servers. It's integrated with:

  • MoneyGuide Pro
  • Advent Axys
  • Advent APX
  • AssetBook
  • Schwab PortfolioCenter

We've added interfaces to performance reporting and financial planning apps to AdvisorVault 3, a secure client vault for RIAs. A Redtail CRM widget goes live in March.

Data from MoneyGuide Pro, Advent Axys, Advent APX, Schwab PortfolioCenter, AssetBook, and Albridge show up in a client financial dashboard. By placing a client's MoneyGuide Pro Plan Confidence Ratio above portfolio performance, you relegate performance to a less importance place.

If you're using AdvisorVault's interfaces with SchwabPortfolioCenter, Advent Axys, Advent APX, AssetBook, or Albridge the client dashboard is free.  Instructions about how to add the widgets are in the video below.

If you are an AdvisorVault user and you also use MoneyGuide Pro, you'll need to map your  MoneyGuide Pro plans to each client's vault. Call us at 516 333 0066 x235 and ask to set up an appointment to learn how to map client vaults. The MoneyGuide Pro interface costs $300 to set up and $200 a year.

A widget feeding your blog posts into the client dashboard is expected at the end of the first quarter of 2015.

The other unique aspect of this client portal is its seamless integration with the Constant Contact email newsletter campaign system.   An RIA can send a Constant Contact email campaign to all its clients telling them to read the firm's Form ADV and link to the document in your client vault. Constant Contact tracks who clicked on the link and AdvisorVault tracks who opened it as well. This can be a great way to systematically show your form ADV to clients.

Advisors can use Constant Contact's autoresponder to automatically remind recipients to  view their Form ADV, automating and systematizing a manual process of delivering this required disclosure document,a nd creating an audit trail to prove receipt.  If you're an AdvisorVault user and want to work with me on a Form ADV email campaign, please email me at sales at advisorproducts dot com.

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