AdvisorVault Client Portal's content widget is live! It enables advisors to stream financial planning content and their latest blog post alongside reports from seven portfolio performance systems, MoneyGuide Pro and Redtail CRM.
Advisors can personalize the content stream to each individual client. Retirees, pre-retirees, and business owners can see content focused on their personal financial issues. We aim to change investor behavior by providing education content supporting fiduciaries at crucial moments.
Advisor Products articles and videos are written based on ideas from economist Fritz Meyer, financial planning and tax expert Bob Keebler, and MPT guru Dr. Craig Israelsen. Instead of just providing portfolio reports, AdvisorVault Client Portal constantly reminds clients to focus on achieving their long-term goals.
The CRM interface with Redtail allows you to assign clients tasks, such as uploading their wills, sending you their 1099s or scheduling a meeting. Each task can be tracked to completion in your CRM. (TailWag users must wait another few weeks for the interface to to be enabled.)
AdvisorVault Client Portals adjusts to tablet and mobile browsers as well as standard computer browsers. In addition, at the end of 2015, we are launching the client portal as a mobile application. Clients with iPhones or Androids will go to the app store and download a smartphone app named after your firm. When you upload a report, assign a client a task or make other additions to a client's portal, the client will receive a notification on their cell phone.
AdvisorVault Client Portal is a dedicated client portal. While portfolio management software, financial planning and CRM software companies offer "client portals," they are not client communication companies. They don't have 20 years of experience in creating FINRA-reviewed content, educating clients, and website design. Plus, if you change your financial planning, portfolio or CRM software you will lose your client portal and clients will have to learn a new system. In contrast, we are open architecture and work with seven portfolio systems, with one weeks away. Additional CRM and planning interfaces will be launched in the months ahead.