Advisors Can Share Any Document Securely With Clients With AdvisorVault Desktop Connector
- Created: Tuesday, 08 November 2011 08:22
Financial advisors can now drag and drop any file on their desktop to a client’s vault.
There’s no need to open a browser, log in to a vault application, browse to a client’s vault, and browse to the file you want to upload. Sharing documents securely with clients has never been so easy.
The drag and drop capability means advisors can routinely share documents with clients and outside professionals throughout the business day as part of their routine workflow, says an Advisor Products press release.