Put Performance in Perspective

With client portals in AdvisorVault

 

AdvisorVault

 

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AdvisorVault FAQ

Purchasing Options

 

With AdvisorVault 3.0, you can securely post documents and files of any type in a private folder for each client on your website. It is easy to use and offers extraordinary security. Files are encrypted while uploaded, downloaded and stored using 256-bit—a feature not available from most other online vaults. The system is protected by multiple firewalls. AdvisorVault 3.0 allows each client to create his own folders and passwords, and clients can also upload documents to their private folders. E-mail notifications are sent to you and the client whenever new files are posted. AdvisorVault 3.0 supports collaboration with additional professionals, such as attorneys and tax professionals and can be used for secure storage of portfolio reporting data from the most popular desktop portfolio management applications.

 

   

Client portals and document storage with the AdvisorVault

 

Key Performance Indicators professional perspective on market volatility and financial planning, as it relates to a client's account

 

Individual Client Accounts share, receive and store confidential documents in a safe and easy manner

 

Securely store documents and notes safely with 256-bit encrypted software 

 

Client Dashboard highly-personalized, graphically rich interactive experience for each client 

  

Portfolio Reporting integrate with popular portfolio management systems

 

CRM Integration assign clients to-dos and automate email reminders for any requested task

 

How does it WORK?

Company Info

333 Jericho Tpke

Suite 119

Jericho, NY 11753

Phone: (888) 274-5755

Direct: (516) 333-0066

info@advisorproducts.com

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