In His Own Words: Financial Advisor Philip Benson On Implementation Of AdvisorVault For PortfolioCenter Reporting And Secure Client Portals Hot

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On June 1, 2012, Philip Benson Financial Services, an investment management and financial planning firm in San Francisco, purchased AdvisorVault’s integrated PortfolioCenter application from Advisor Products. AdvisorVault is a secure client portal system and can batch process PortfolioCenter reports. Within three months, Benson was successfully using the integrated application to deliver quarterly performance reports and invoices to clients securely, saving the firm time and money.

 

Philip Benson, 64, who spent three years at Merrill Lynch before giving up his securities sales licenses in 2003 and founding his fee-only fiduciary firm, explains his firm’s successful implementation of AdvisorVault as a secure client portal, in his own words talks about the integration and what it has mean to his firm.
 

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