Build more trust with your organization, your advisors, and your clients by delivering important documents and information in the fastest, easiest, and most secure way.
Significantly improve the way you onboard new clients with unique integrations and automated workflows. By providing your clients with a secure Digital Vault that they can easily access, you'll give them a reason to stick around for good.
Provide your organization, advisors, and clients with a platform that comes equipped with best-in-class security protocols and that understands your compliance requirements.
Significantly reduce the amount of time, effort, and resources required for various administrative tasks across the organization, including internal and external workflows, and delivering key documents.
THE INDUSTRY LEADING DIGITAL VAULT PLATFORM
The Aligned 360 Vault provides our Advisors with the tools and intelligence to streamline mission-critical business processes and improve the robustness of their compliance regimes. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.
President & Managing Director, Aligned Capital Partners