Digital Organization

Treat the Vault like your clients’ online filing cabinet. Upload everything from legal documents, wills, tax returns, audio files and more.

Shared Access for Clients and Advisors

Send and receive files between you and your clients through Vault folders. Clients decide what files to share, and which to keep private.

Available 24/7

Complete access to all files in the Vault for both you and your clients through any internet-connected device.

No Limit Storage

With no restriction on the number of files uploaded, clients can store what’s most important to them, while giving you an archive of reviews and reports to track progress toward financial goals.

Safe and Secure

Private information stays safe in the Vault. Our document storage system enjoys the same high-level security employed throughout eMoney.

Digital Organization

Treat the Vault like your clients’ online filing cabinet. Upload everything from legal documents, wills, tax returns, audio files and more.

Shared Access for Clients and Advisors

Send and receive files between you and your clients through Vault folders. Clients decide what files to share, and which to keep private.

Available 24/7

Complete access to all files in the Vault for both you and your clients through any internet-connected device.

No Limit Storage

With no restriction on the number of files uploaded, clients can store what’s most important to them, while giving you an archive of reviews and reports to track progress toward financial goals.

Safe and Secure

Private information stays safe in the Vault. Our document storage system enjoys the same high-level security employed throughout eMoney.

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