Why Integration Of Document Management With Client Vaults Is A Major Advance For Financial Advisors
- Created: Sunday, 26 June 2011 19:22
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.