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December 12, 2010 Hits: 782
Advisor Portals is the newest creation from Make It A Great Day, Inc. This stand-alone communication tool allows financial advisors to share documents, manage projects/tasks/events, and publish articles for their clients.
October 03, 2010 Hits: 739
The Client Portal Platform enables a revolutionary new way for advisors to practice: straight-through processing of tasks for clients.
November 25, 2010 Hits: 737
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.
November 24, 2010 Hits: 700
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.
November 27, 2010 Hits: 693
November 27, 2010 Hits: 562
LIGHT[PORT] is the only provider of advisor web services that treats you the way you treat your clients. We employ a highly consultative process, with a custom solution.
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