PortfolioCenter And Advent Reporting Integration With AdvisorVault Is Improved Hot

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In addition to enabling drag and drop, Desktop Connector makes it much easier to upload a batch of client performance reports generated in Schwab PortfolioCenter or Advent Axys.

 

Till now, now advisory firms using AdvisorVault’s integration of Schwab PortfolioCenter and Advent Axys could use an FTP process to upload a batch of client reports. Now, advisors can simply drag and drop the batch of reports and they will automatically be placed in the correct client folders.

 

Desktop connector is a desktop application that displays all of your client vaults on your desktop, and it is similar to accessing folders on your computer using Windows Explorer. Desktop Explorer comes free with AdvisorVault.

 
 

 

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