Features of Document Vault Software for Advisors and RIAs
DocuSign
Integration with most reliable Globally trusted service for E-Signature enables you and your clients to sign and send important documents anytime, anywhere.
Emulate User
We won’t let someone’s absence hamper your work. Resolve user issues and double-check recently updated user permissions.
Cloud Integration
Integration with cloud platforms such as Google Drive, Dropbox, Microsoft One, etc removes location dependence for you and your clients to access and share documents.
White Labelled
We understand the impact and importance of branding. Give all our tools the look and feel of your company’s theme.
Granular Permission
Admin can authorize permissions to a different user at several levels making the operations more transparent and more secure.
Workflow
Check the status of various tasks assigned to Advisors & Departments. Colour coding within the task manager to make functions more convenient.