Client Vault

In your business, efficiency and confidentiality are key. Having integrated Dropbox.com into our system, the AltaStreet “Client VAULT” provides a secure method of document storage and collaboration between advisor and client.  Simply create a unique username and password for each client, and upload documents from any web browser.  Whether you share documents with individuals or a group, you control when they are seen and by whom while keeping your website visitors on your website.