Advisor Vault Will Be Deactivated on April 16th to Make Room for the New Client Experience Portal
We have been working hard behind the scenes to get everything in good order for the launch of the new and improved Client Experience Portal, which is now available to clients who previously used Advisor Vault!
This also means that Advisor Vault will be deactivated on April 16, 2017.
The new, easy-to-use online portal connects you to your financial wealth picture anytime and anywhere. Whether you want a high-level overview or an in-depth look at your investments, the new client experience makes it easier than ever. If you previously used Advisor Vault, you have already received an invitation by email to use the new Portal. Click the button below to visit the portal!
Key features and benefits of Investor Experience include the following:
- 24/7 access
- Compatible with any device
- Document storage and sharing
- Alerts and notifications
- Paperless and eco-friendly
Please contact us if you have any issues or would like further explanation of how to maximize the benefits of the new portal.