Introducing the Digital Collaborative Vault
The Digital Collaborative Vault makes it easy for your clients to securely store, organize and share the personal, financial and legal information that is most valuable to them, their family and their business.
Sound complicated? It isn’t.
Reinventing the Way the World Manages Information
Empower your clients to keep their most important documents, assets and information in an encrypted private cloud with bank-grade security.
Enable your clients to quickly and easily centralize, organize and manage their documents in one place with convenient anytime, anywhere access.
Make document management quick, easy and accurate with patent pending smart-filing technology and a customized and universal information architecture.
Make it easy for your clients to share documents with family, Trusted Advisors and your organization in a secure, discrete and fiduciary environment.