Advisor Blog
AdvisorVault Desktop Connector In General Release
AdvisorVault Desktop Connector has moved to general release. Advisors and support staff at the 750 firms using AdvisorVault for secure client communications are invited to download the app.
To download AdvisorVault Desktop Connector, log in to the AdvisorSitesBackOffice and click on the “Get Desktop Connector” button on the left-side navigation menu. You’ll find the download link as well as an FAQ and an AVDC manual.
AdvisorVault Desktop Connector puts all of your client vaults on your desktop in a familiar Windows Explorer-style interface. You no longer need to open a browser, log in to AdvisorVault, and browse to client folders to upload documents to a client’s vault, enhancing usability significantly.
AdvisorVault Desktop Connector is similar to desktop apps from web-based document storage apps like DropBox. The big difference is AdvisorVault is created exclusively for financial advisors. It is integrated with popular portfolio management systems used by advisors and contains communication features and workflows advisors need to support communication with clients and collaboration with accountants and attorneys. Plus, it meets security and compliance requirements of major broker-dealers and custodians.
To download AdvisorVault Desktop Connector, log in to the AdvisorSitesBackOffice and click on the “Get Desktop Connector” button on the left-side navigation menu. You’ll find the download link as well as an FAQ and an AVDC manual.AdvisorVault Desktop Connector puts all of your client vaults on your desktop in a familiar Windows Explorer-style interface. You no longer need to open a browser, log in to AdvisorVault, and browse to client folders to upload documents to a client’s vault, enhancing usability significantly.
AdvisorVault Desktop Connector is similar to desktop apps from web-based document storage apps like DropBox. The big difference is AdvisorVault is created exclusively for financial advisors. It is integrated with popular portfolio management systems used by advisors and contains communication features and workflows advisors need to support communication with clients and collaboration with accountants and attorneys. Plus, it meets security and compliance requirements of major broker-dealers and custodians.
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Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
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