See How This Bank Uses The Document Vault to Revolutionize Storing Client Data 

For institutions struggling with the exchange of secure documents and who are ready to stop the ongoing email exchange, Wealth Access’s Vault offers ease of use and peace of mind. If you’re wondering how to implement an easier solution for exchanging documents, this client story will let you see how providing an internet portal and mobile app simplifies the conversation around tax documents, performance reports and so much more. Download this Case Study Now.