AdvisorVault Desktop Connector General Release

Sunday, February 26, 2012 12:34
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AdvisorVault Desktop Connector General Release

Tags: AdvisorVault | client portal

AdvisorVault Desktop Connector has moved to general release. Advisors and support staff at the 750 firms using AdvisorVault for secure client communications are invited to download the app.

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.

 


 

This Website Is For Financial Professionals Only


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