advisor product's advisor vault integration with the cng document safe
DESCRIPTION
Advisor Product's Advisor Vault is seamlessly integrated with CNG document management software.TRANSCRIPT
Integrating Client Vaults Into Document Management
CNG-Portal Sync and AdvisorVault are integrated
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
Simple to install and configure
Client Folders Client Documents
1. Select document(s) to sync
2. Click Here
If no account exists in AdvisorVault, it’s created automatically using CNG-SAFE folder information.
Client’s Link to Advisor Vault
Client’s Login to Advisor Vault
Client’s Password to Advisor Vault
AdvisorVault manages yourclient login and passwordcredentials, securely and automatically
Document we just uploaded
AdvisorVault gives the advisor a set of tools to add, delete, and view documents, manage clients, manage professionals, and more . . .
Using Template Emails To Manage Client And Professional relationships
For example, AdvisorVault lets the advisor customize the contents ofauto-generated emails.
AdvisorVault also allows the advisor to setup Professionals, for example aclient’s CPA to have access to a client’s documents.
Please contact us for more information
800-621-6501
www.cabinetng.com