What is the Client Portal Document Vault?

What is the Client Portal Document Vault?

The new Client Portal Document Vault feature provides a secure and centralized repository for clients to store important documents.

              Benefits:

  • Secure and centralized document storage for clients and advisers

  • Repository of shared documents

  • Easy identification and tracking of uploaded documents

  • Viewing of uploaded documents in the portal within just one click

  • Ability to re-watch/reread important videos and documents anytime and anywhere

  • Organized view of all documents shared by the adviser in the "My Documents" section of the client portal




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