The Client Portal Platform enables a revolutionary new way for advisors to practice: straight-through processing of tasks for clients.

AdvisorVault is easy to use and offers extraordinary security. Not only are files encrypted while being uploaded or downloaded, they are also stored using high encryption-a feature not available from most other online storage vendors. In addition, the system sits behind multiple firewalls.

At first glance, FamilyOfficeNetwork® is an easy way to electronically share documents between you and your clients, when you dig deeper, you will quickly discover that it is so much more.