Client VAULT

The AltaStreet Client VAULT provides a secure location for document storage and collaboration between advisor and client. Create a unique username and password for each of your clients, upload documents from any web browser, and never lose another client document again. 

Features

• Collaboratively edit documents with clients, staff members, and associates around the world.
• Download and upload documents with the highest level of security available, 128-bit SSL encryption.
• Access documents from any computer or device with Internet connection, including Blackberry or iPhones.

Have an account?

Login to the Client Vault now.