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.
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.