Advisor: Client Document Vault
Mark, have you considered adding a secured client document and data vault to The Trusted Advisor Toolkit™ for advisors and their teams to upload, download, store and search for documents required for progress meetings?
Mark's Response: Yes, we have just launched The Trusted Advisor Toolkit™ version 1.0
Version 2.0 will have an "intranet" for you office to create and store documented processes for your office.
Version 3.0 will include a client document vault as you have described.




