When the request for the file comes from a client or a client's new counsel, they may be expecting a set of pleadings, briefs and correspondence—but sometimes the expectation is that the file ...

Routine File Sharing for Existing Clients: Client Portal For existing client relationships, an advisor's best option for exchanging files and other sensitive data is a secure client portal.

File versioning enables you to preserve and download multiple versions of a single file, preventing changes from being lost between edits. Encryption. Encryption is imperative to the security of your ...

Suitable client files are possibly the most talked about, and yet the most contentious, area across financial planning. How to nail a good client file - FTAdviser Sign In / Register ...