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Integrating Client Vaults Into Document Management<br />
<ul><li>CNG-Portal Sync and AdvisorVault are integrated
Files in CNG-SAFE easily upload to client vaults
When you synch from CNG-SAFE to AdvisorVault, client account and client folders are created automatically
CNG-SAFE folder/tab structure imported into AdvisorVault
Simple to install and configure</li></li></ul><li>2. Click Here<br />Client Folders<br />Client Documents<br />1. Select d...
If no account exists in AdvisorVault, it’s created<br /> automatically using CNG-SAFE folder information.<br />
Client’s Link to Advisor Vault<br />Client’s Login to Advisor Vault<br />Client’s Password to Advisor Vault<br />
AdvisorVault manages your<br />client login and password<br />credentials, securely and automatically<br />
Document we just uploaded<br />
AdvisorVault gives the advisor a set of tools to add, delete, and view documents, manage clients, manage professionals, an...
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Advisor Product's Advisor Vault Integration With The CNG Document Safe

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Advisor Product's Advisor Vault is seamlessly integrated with CNG document management software.

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Advisor Product's Advisor Vault Integration With The CNG Document Safe

  1. 1. Integrating Client Vaults Into Document Management<br />
  2. 2. <ul><li>CNG-Portal Sync and AdvisorVault are integrated
  3. 3. Files in CNG-SAFE easily upload to client vaults
  4. 4. When you synch from CNG-SAFE to AdvisorVault, client account and client folders are created automatically
  5. 5. CNG-SAFE folder/tab structure imported into AdvisorVault
  6. 6. Simple to install and configure</li></li></ul><li>2. Click Here<br />Client Folders<br />Client Documents<br />1. Select document(s) to sync<br />
  7. 7. If no account exists in AdvisorVault, it’s created<br /> automatically using CNG-SAFE folder information.<br />
  8. 8. Client’s Link to Advisor Vault<br />Client’s Login to Advisor Vault<br />Client’s Password to Advisor Vault<br />
  9. 9. AdvisorVault manages your<br />client login and password<br />credentials, securely and automatically<br />
  10. 10. Document we just uploaded<br />
  11. 11. AdvisorVault gives the advisor a set of tools to add, delete, and view documents, manage clients, manage professionals, and more . . .<br />
  12. 12. Using Template Emails To Manage Client And Professional relationships <br />For example, AdvisorVault lets the advisor customize the contents of<br />auto-generated emails.<br />
  13. 13. AdvisorVault also allows the advisor tosetup Professionals, for example a<br />client’s CPA to have access to a client’s documents.<br />
  14. 14.
  15. 15. Please contact us for more information<br />800-621-6501<br />info@cabinetng.com<br />www.cabinetng.com<br />

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