As businesses produce more and more data and a mountain of documents, they’ll need to learn to analyze, manage, manipulate and monetize all of that knowledge. Now, technical help is on the way. IT operations guru Tony Lock writes in ComputerWeekly.com that technology is finally enabling explorative data analysis and the visualization of information in […]
At a time when it’s commonplace to store our photos and even our financial documents in the cloud, many financial services firms wonder if they too should embrace the cloud for enterprise-wide solutions and to improve customer service. Banks pride themselves on having security that’s second to none. But now they’re being pushed to take […]
Paper has long been the bane of the financial services industry. Back in 1968, Wall Street suffered its infamous “paperwork crisis” as processing daily trading volumes of 12 million shares almost drowned the entire industry in paper. The paperwork was so overwhelming that the New York Stock Exchange restricted trading to four days a week […]
As financial services companies invest in improving their digital offering, it is vital that they appeal to millennials who grew up as digital natives. Having a killer digital offering is no longer a luxury as millennials and the younger digital native generations are in the midst of overtaking baby boomers as the largest living adult […]
Digital estate planning after a loved one passes away has received growing attention in media and blogs, offering tips about what people should do to safeguard their digital assets — from their Facebook presence and digital files to a digital map of their financial assets. Wealth Adviser writes that people should make handling digital assets […]
Aligned Capital Partners, an independent financial advisory firm located in Burlington, ON, has announced that it is launching FutureVault’s Digital Collaborative Vault platform branded as the Aligned 360 Vault – a highly secure, structured and central location to manage critical personal and business information.
Aligned 360 Vault will modernize communication across every aspect of the firm. With its extensive information architecture, unique collaboration features and fiduciary tracking tools, Aligned 360 Vault will enable advisors to quickly and securely collaborate on business and client information, anytime and from any device.
“At Aligned Capital Partners, we’re passionate about delivering a best-in-class client-centric experience. For us, that means going above and beyond to seek out technology and tactics that provide incredible value for both our clients and advisors – that’s why we’re so excited about launching the Aligned 360 Vault,”said Christopher Enright, President and Managing Director at Aligned Capital Partners. “We’re also looking forward to the impact the Aligned 360 Vault will have on our operational efficiency. We’re promoting a progressive, paperless office while bringing new levels of communication to our firm with better security, organization and transparency. The Aligned 360 Vault will provide our Advisors with the tools and intelligence to streamline mission-critical business processes and improve the robustness of their compliance regimes. Ultimately, we are empowering our advisors to deliver an unrivalled experience for clients in order to deepen and grow their relationships.”
Key features of Aligned 360 Vault include bank-grade security, optical character recognition (OCR) with smart-filing technology and a pre-configured folder directory with 200 categories and over 1,400 suggested documents and summary forms. The Aligned 360 Vault strives to make the digitization, centralization and organization of personal, financial and business information as easy and secure as possible.
“Chris and the Aligned Capital Partners team have impressed us with their thought leadership and progressive approach with regards to client interaction,” said John D. Orr, CEO, FutureVault. “We are thrilled that they share our vision that information is an asset class and should be managed through a Digital Collaborative Vault to provide profound benefits to both clients and advisors, thus deepening their relationship.”
About Aligned Capital Partners
Aligned Capital Partners Inc is an investment dealer providing a broad range of investment and wealth management products to clients throughout Canada. Aligned Capital Partners Inc. is a member of the Investment Industry Regulatory Organization of Canada and is a member of the Canadian Investor Protection Fund.
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We’re soon going to see the largest intergenerational wealth transfer in history and most financial advisors aren’t ready. Their top priority, if they want to attract the next generation, needs to be figuring out ways to connect with millennials who are digital natives. Over the next 40 years, $30 trillion of wealth will move from […]
