Generational Vault – Keeping Your Financial Information Safe and Secure

By |March 1st, 2015|

24-hour client access to their financial life
Generational Vault is a virtual “safety deposit box” for your clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to pass and store confidential financial documents, daily investment and banking values powered by third-party vendor By All Accounts as well […]