The Vault provides a comprehensive system for keeping track of all documents held on behalf of clients. The documents that you can add to the Vault are Wills, Powers of Attorney, Titles, Insurance Policies, Equities, Securities, Archived Files or any other important documents held for Clients.
Document indexing providing a comprehensive record of all Wills, POA’s, Titles, Insurance Policies Equities, Securities, Archived Files or any other important document held for Clients or the Firm.• Stores any electronic document/file type from any location on the network.
Locate documents quickly & easily
Retrieve electronic documents in native format and open electronic documents using their associated applications allowing easy navigation to find accounts and documents.