Why Integration Of Document Management With Client Vaults Is A Major Advance For Financial Advisors


Integration of AdvisorVault with Cabinet NG’s document management system, which was announced last week, is a big step toward making communication with clients effortless.



It portends a world in which a financial advisor’s relationship with his clients is more transparent, a world in which communicating with clients about their most personal financial details is automated. It makes advisors more valuable to clients.

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