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Advisor Product's Advisor Vault Integration With The CNG Document Safe

by Advisor Products on Sep 21, 2011

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Advisor Product’s Advisor Vault is seamlessly integrated with CNG document management software.

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Advisor Product’s Advisor Vault is seamlessly integrated with CNG document management software.

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Advisor Product’s Advisor Vault Integration With The CNG Document Safe — Webinar Transcript

Integrating Client Vaults Into Document Management

CNG-Portal Sync and AdvisorVault are integrated
Files in CNG-SAFE easily upload to client vaults
When you synch from CNG-SAFE to AdvisorVault, client account and client folders are created automatically
CNG-SAFE folder/tab structure imported into AdvisorVault
Simple to install and configure

2. Click Here
Client Folders
Client Documents
1. Select document(s) to sync

If no account exists in AdvisorVault, it’s created
automatically using CNG-SAFE folder information.

Client’s Link to Advisor Vault
Client’s Login to Advisor Vault
Client’s Password to Advisor Vault

AdvisorVault manages your
client login and password
credentials, securely and automatically

Document we just uploaded

AdvisorVault gives the advisor a set of tools to add, delete, and view documents, manage clients, manage professionals, and more . . .

Using Template Emails To Manage Client And Professional relationships
For example, AdvisorVault lets the advisor customize the contents of
auto-generated emails.

AdvisorVault also allows the advisor tosetup Professionals, for example a
client’s CPA to have access to a client’s documents.

Please contact us for more information
800-621-6501
info@cabinetng.com
www.cabinetng.com

Advisor Product's Advisor Vault Integration With The CNG Document Safe

by Advisor Products on Sep 21, 2011

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Advisor Product’s Advisor Vault Integration With The CNG Document Safe — Webinar Transcript