The bug fix to AdvisorVault that I mentioned in my blog entry on June 29 was made a couple of weeks ago, and I just realized I forgot to write an update about that. Advisors who use AdvisorVault can now share a single file with an accountant or estate planning lawyer. While you all along have been able to share a client entire vault or a single folder, the bug had prevented advisors from sharing a single file with an outside professional. For financial advisors, being able to share client documents securely with attorneys, accountants, consultants, and other allied professionals is an important feature in AdvisorVault. It's one of those rare examples where a seemingly small technology feature provides a big benefit. Advisors say that collaboration with other professoinals is a natural way of creating a referral network of professionals. In the course of sharing information about a client in AdvisorVault, allied professionals wind up communicating more efficiently and more frequently. And since secure file-sharing in AdvisorVault is easy, the feedback I've gotten from advisors is that it's getting used a lot.
Real Financial Professionals Blog
Real Financial Professionals connects consumers with investment professionals who have made a commitment to low-expense investing.
To qualify for a listing on RealFinancialProfessionals, advisors must be enrolled in a professional education program about low expense investing and financial planning.
Monthly classes are taught by independent thought leaders who have helped establish best practices for investment management and financial planning fiduciaries for over three decades: economist Fritz Meyer, portfolio design expert Dr Craig Israelsen, and tax and financial planning educator Robert Keebler, CPA/PFS.
RealFinancialProfessionals brings transparency to the opaque financial services industry by verifying an advisor’s subscription to continuing education about low-expense investing, quantitative analysis of economic fundamentals, and tax and financial planning.
To qualify for a listing on RealFinancialProfessionals, advisors must be enrolled in a professional education program about low expense investing and financial planning.
Monthly classes are taught by independent thought leaders who have helped establish best practices for investment management and financial planning fiduciaries for over three decades: economist Fritz Meyer, portfolio design expert Dr Craig Israelsen, and tax and financial planning educator Robert Keebler, CPA/PFS.
RealFinancialProfessionals brings transparency to the opaque financial services industry by verifying an advisor’s subscription to continuing education about low-expense investing, quantitative analysis of economic fundamentals, and tax and financial planning.
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