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| FEATURES | |||
| Two-way file sharing |  |
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| Organized virtual-vault | |
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| Two-way Secure Communication 1 |
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| Client Tasking Tools | |
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| Secure Password Storage for Client Accounts | |
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| Unlimited Number of Client Accounts | |
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| Batch Importing of Clients | |
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| Batch File Uploading | |
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| 5 Gigabytes of Storage 2 |
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| Free Phone & Email Support | |
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| Unlimited Guest Accounts | |
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| Share Files with Other Professionals | |
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| Secure Emailing and Tasking with Guest Accounts | |
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| Edit and Personalize Email Settings | |
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| Customizable Folder Names | |
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| Company Branded Accounts | |
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| Includes 3 Limited Use Accounts 3 |
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| Integrations with Account Aggregation and Performance Reporting Systems | |
Billing can be done monthly, quarterly, or annually. Annual Discounts are available.
1 Meets FINRA and SEC Email Retention Standards
2 More Space Available Upon Request
3 Limited Use Advisors are Guest Advisors with the Ability to Upload Files