Transform the relationship your advisors have with their clients.
Provide your advisors and service professionals with the tools and features they need to streamline daily workflow and confidently improve the relationship they have with their clients.
Vault Features to Improve Advisor Onboarding
Automate new advisor processing.
Our DocuSign integration easily integrates to your existing eSignature workflows, saving you significant time and money. Reduce and eliminate the manual and paper-driven processes involved with onboarding both Advisors and new clients.
Automatically share new advisor resources.
Our advanced document distribution tools make it easier than ever to share documents with your Advisors in seconds. Pre-populate Advisor and client Vaults with the materials and resources they need for a smooth onboarding experience.
Easily gather Advisor information and documents.
Significantly streamline the way you're collecting both Advisor and client information and required documents by building custom checklists.
Delegate permissions to only those who need it.
Our patented permissioning model allows your front office to grant access to key collaborators and managers with specific access where needed.
THE INDUSTRY LEADING DIGITAL VAULT PLATFORM
Trusted by Institutions & Professionals Everywhere
The Digital 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 unrivaled experience for clients in order to deepen and grow their relationships.
President & Managing Director, Aligned Capital Partners