Why Integration Of Document Management With Client Vaults Is A Major Advance For Financial Advisors

Sunday, June 26, 2011 19:22
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Why Integration Of Document Management With Client Vaults Is A Major Advance For Financial Advisors

Tags: client communications | document management systems | Integrations

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.

 

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Integration of AdvisorVault with Cabinet NG’s document management system, which was announced last week, is a big step toward making communication with clients effortless.

 

 

It portends a world in which a financial advisor’s relationship with his clients is more transparent, a world in which communicating with clients about their most personal financial details is automated. It makes advisors more valuable to clients.

Comments (1)

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agluck
Check out the video I just added here showing the document management/client vault integration.

agluck , July 12, 2011

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