The Vault provides a secure archive for your personal documents. Electronically file important documents, such as deeds, wills or important photos of family valuables, such as jewelry and art, easily organizing them, so that you or your loved ones may access them at any time.
Our Client Portal employs industry-leading* security practices and protocols to protect your data. These methods include password protection, secure socket layer encryption, firewalls, intrusion detection, audits, inspections and more.
* FinTech Breakthrough’s 2017 “Best Wealth Management Platform” Award; 2017 WealthManagement.com Industry Awards for Financial Planning (Advanced Analytics) and New Applications Innovation (Advisor Assurance).