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

Client Folders Client Documents

1. Select document(s) to sync

2. Click Here

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 yourclient login and passwordcredentials, 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 ofauto-generated emails.

AdvisorVault also allows the advisor to setup Professionals, for example aclient’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