Put Performance in Perspective

With client portals in AdvisorVault




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AdvisorVault FAQ

Purchasing Options


With AdvisorVault 3.0, you can securely post documents and files of any type in a private folder for each client on your website. It is easy to use and offers extraordinary security. Files are encrypted while uploaded, downloaded and while stored and the system is protected by multiple firewalls. AdvisorVault 3.0 allows each client to create his own folders and passwords, and clients can also upload documents to their private folders. E-mail notifications are sent to you and the client whenever new files are posted. AdvisorVault 3.0 supports collaboration with additional professionals, such as attorneys and tax professionals and can be used for secure storage of portfolio reporting data from the most popular desktop portfolio management applications.



Client portals and document storage with the AdvisorVault


Key Performance Indicators professional perspective on market volatility and financial planning, as it relates to a client's account


Individual Client Accounts share, receive and store confidential documents in a safe and easy manner


Securely store documents and notes safely with 256-bit encrypted software 


Client Dashboard highly-personalized, graphically rich interactive experience for each client 


Portfolio Reporting integrate with popular portfolio management systems


CRM Integration assign clients to-dos and automate email reminders for any requested task


How does it WORK?

Company Info

333 Jericho Tpke

Suite 119

Jericho, NY 11753

Phone: (888) 274-5755

Direct: (516) 333-0066


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