AdvisorVault Desktop Connector makes it much easier for RIAs to post documents to client vaults and streamlines batch uploading of performance reports from Schwab PortfolioCenter or Advent Axys.
With AdvisorVault Desktop Connector, sharing documents securely with clients is easy. 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. The drag and drop capability means advisors can routinely share documents with clients and outside professionals throughout the business day as p
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