To download AdvisorVault Desktop Connector, log in to the AdvisorSitesBackOffice and click on the “Get Desktop Connector” button on the left-side navigation menu. You’ll find the download link as well as an FAQ and an AVDC manual.AdvisorVault Desktop Connector puts all of your client vaults on your desktop in a familiar Windows Explorer-style interface. You no longer need to open a browser, log in to AdvisorVault, and browse to client folders to upload documents to a client’s vault, enhancing usability significantly.
AdvisorVault Desktop Connector is similar to desktop apps from web-based document storage apps like DropBox. The big difference is AdvisorVault is created exclusively for financial advisors. It is integrated with popular portfolio management systems used by advisors and contains communication features and workflows advisors need to support communication with clients and collaboration with accountants and attorneys. Plus, it meets security and compliance requirements of major broker-dealers and custodians.