Advisors Can Share Any Document Securely With Clients With AdvisorVault Desktop Connector

Tuesday, November 08, 2011 08:22
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Advisors Can Share Any Document Securely With Clients With AdvisorVault Desktop Connector

Financial advisors can now drag and drop any file on their desktop to a client’s vault.

 

There’s no need to open a browser, log in to a vault application, browse to a client’s vault, and browse to the file you want to upload. Sharing documents securely with clients has never been so easy.

 

The drag and drop capability means advisors can routinely share documents with clients and outside professionals throughout the business day as part of their routine workflow, says an Advisor Products press release.

 

This Website Is For Financial Professionals Only


Comments (2)

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vguettlein
Can clients drag and drop documents back to you as well?
vguettlein , November 08, 2011
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agluck
Clients don't get the Desktop Connector. Only advisors do. We'll look at releasing it to clients down the road. But clients can now upload to their vaults. So can outside professionals enabled on the system by the advisor. And, depending on a client's browser settings, the Windows native drag and drop feature works with AdvisorVault.
agluck , November 08, 2011

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