Collecting and updating consumer financial information is important, but displaying it in an easy-to-read manner can be challenging.
Using Virtual Advisor and the Generational Vault, you can print, download and save information. Unique reports display financial information in a format depending on what you or your client is looking for.
Generational Vault was designed to serve as a 24/7 online filing cabinet to help our clients organize personal documents and financial statements. You can load information into the client vault as well as the client where they can always access their most important information — all they need is internet access.