AdvisorVault For iPad

With more advisors and their clients using the iPad to access to the Web, it’s good to know the popular tablet is compatible with AdvisorVault.

With an iPad you touch any folder icon to drill into a folder or touch any document to pop it open.

AdvisorVault's dynamic HTML reports, which work with Schwab PortfolioCenter, Advent Axyx, AssetBook, Orion, Albridge, TD Ameritrade VEO, and other systems, look great on the iPad. Ticker symbols in performance reports can be opened by touching them and you can navigate across the reports.

Clients and collaboration partners, whether they're on an iPad, iPhone, or Android device can view files securely in AdvisorVault.

With clients increasingly using Web-based file storage systems like DropBox, establishing a client financial portal that you can brand and control is wise. It will be compliant, integrated with professional systems, and include the security features needed investment advisors. And it's compatible with the latest mobile devices used by you and your clients.

AdvisorVault For iPad
View more presentations from Advisor Products


 

 
RIA Best Practices In Using Consumer File Sharing ...
Naysayers “Stunned” By Strengthening American Econ...

Archive

2020
April
May
June
July
August
September
October
November
December
2018
March
April
May
June
July
September
October
December

Company Info

333 Jericho Tpke

Suite 119

Jericho, NY 11753

Phone: (888) 274-5755

Direct: (516) 333-0066

info@advisorproducts.com

Enewsletter Sign Up