Andrew Gluck is a veteran financial reporter and the founder and CEO of Advisor Products Inc., a marketing company serving 1,800 financial advisory firms.| AdvisorVault Desktop Connector General Release |
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| Sunday, February 26, 2012 17:34 |
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AdvisorVault Desktop Connector has moved to general release. Advisors and support staff at the 750 firms using AdvisorVault for secure client communications are invited to download the app.
AdvisorVault Desktop Connector is similar to desktop apps from web-based document storage apps like DropBox. The big difference is AdvisorVault is created exclusively for financial advisors. It is integrated with popular portfolio management systems used by advisors and contains communication features and workflows advisors need to support communication with clients and collaboration with accountants and attorneys. Plus, it meets security and compliance requirements of major broker-dealers and custodians.
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