advisorvault's client view

Why do 750 RIAs pay for AdvisorVault when other file-sharing apps are free?

This 8-minute presentation is for investment advisors.

That’s Andy Gluck, founder and CEOof Advisor Products, speaking.

Clients can access their documents, portfolio reports, unread documents and files you’ve shared among all clients.

The client view is configurable. Make “Portfolio Reports,” “My Documents” or any other folder the landing page for clients logging in.

The Client View In AdvisorVault

• Advisor-Centric

• Excellent For Multi-Family Offices

• Collaborate Online With Your Professional Network

• Automate Emails To Notify Clients About Newly Shared Documents

• Desktop Connector Puts All Client Vaults On Your Desktop

• Schwab PortfolioCenter And Advent Axys Performance Reports

• Interactive HTML reports And PDFs

• Integrated with financial planning, CRM, aggregation, and reporting apps

• Document Management Software (DMS) Integration with Cabinet NG

• Open Architecture Using Microsoft SharePoint

• Application Program Interface To Connect With Your Internal Systems

AdvisorVault Features

Advisor-centric

Supports Families

Wills And Trust Documents

Collaborate Online WithYour Professional Network

Collaborate Online WithYour Professional Network

Automated Vault Notifications

Template Emails

Integrate Your Workflows

AdvisorVault for PortfolioCenter or Advent provides advisor clients eight HTML reports.

AdvisorVault also enables batch uploads of PDFs but HTML is a rich media experience.

• Click on column headings to reorder reports.

• Download gains, losses, positions into Excel.

• Configure your reports to show only the tabs you choose.

• Clients click tabs to navigate across the eight interactive reports.

• Files in CNG-SAFE easily upload to client vaults

• When you synch from CNG-SAFE to AdvisorVault, client account and client folders are created automatically

• CNG-SAFE folder/tab structure imported into AdvisorVault

Client’s Link to AdvisorVault

Client’s Temporary Password

Integrate With Your Internal Systems

AdvisorVault Is One Piece Of The Puzzle

Advisor Products’ Ecosystem

Secure • 256-bit Encrypted Throughout • Fully Redundant Infrastructure• SAS 70 Hosting Facility• Independently Monitored For intruders 24/7

Content For HNWIs And Ultra-HNWIs

Email Newsletters

Advisor Social Media Content Stream

• We create articles and videos for your website• We write tweets about our financial content• You send the tweets to your social network • The tweets link to your website • 1Q12: Dashboard for scheduling tweets

Broker/Dealers And Custodians

• 1st Global Capital Corp.

• American Portfolios

• Ameritas Investment Corp.

• Cetera

• Schwab Advisor Services

• Cambridge Investment Research

• Commonwealth Financial Network

• Fidelity Institutional Wealth Services

• FSC Securities Corporation

• John Hancock

• LPL Financial

• Lincoln Financial Securities

• Triad Advisors

• National Advisors Trust

• National Financial Partners

• National Planning Corporation

• ProEquities

• Raymond James Financial Services

• Royal Alliance

• SEI

• Securities America

• Securities Service Network

• Shareholder Services Group

• TD Ameritrade Institutional

• The Strategic Financial Alliance

• United Planners Financial Services

• Wall Street Financial Group

• Wealthvest

Integrations

• Advent Axys

• Advent Portfolio Exchange

• Advisor Exchange

• Albridge

• AppCrown (Selesforce)

• AssetBook

• Black Diamond Reporting

• ByAllAccounts

• Cabinet NG

• Ebix CRM

• Finance Logix

• LaserApp

• MoneyGuide Pro

• MoneyTree

• Orion Advisor Services

• Redtail Technology

• Salesforce

• Schwab PortfolioCenter

• TD Ameritrade Institutional Veo

• Trumpet