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.
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.