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:
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.
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
Helpful, good visuals.
4.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
The desktop connector is a great addition, makes uploading more efficient, helps product stay competitive.
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
-
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
Very informative.
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
-
A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.