Recent Improvements In Advisor Vault

Steve Gordonson
10/27/11 4 PM EST
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AdvisorVault allows advisors to post documents on your website securely for clients to view. Each client gets a private folder to view, download and upload documents.

AdvisorVault now comes with Desktop Connector, an app on your desktop that lets you drag and drop files to client vaults without opening a browser.

AdvisorVault is integrated with PortfolioCenter, Advent Axys, Albridge, and AseetBook for batch processing of portfolio reports.

At this webinar, you’ll learn about improvements recently made to AdvisorVault, including:  

  • Desktop Connector features
  • Easier access to portfolio reports
  • Enhanced reporting on client logins
  • Display custom portfolios from Albridge
  • Template folder structure 

Presenter Steve Gordonson is Vice President of Technology at Advisor Products. He has developed software and IT systems for over 25 years. In 1997, Steve co-founded AdvisorSites, a website development company, with Andrew Gluck. He is the architect of API’s Personal Client Portals and oversees development of interfaces with professional applications used by advisors.

 


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(Updated: October 26, 2011)
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Helpful, good visuals.

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(Updated: October 26, 2011)
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The desktop connector is a great addition, makes uploading more efficient, helps product stay competitive.

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(Updated: October 26, 2011)
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(Updated: October 26, 2011)
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Very informative.

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(Updated: October 26, 2011)
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