Store and retrieve client records within Income Lab.
File client records by dragging them in or using the file picker. Everything is stored within Income Lab.
Records are organized by household, so you retrieve the right document for the right client in a few clicks.
An audit trail records who filed what and when, within Income Lab.
Document storage designed to support applicable recordkeeping requirements and a firm's compliance program, with drag-and-drop filing and an audit trail within Income Lab.
Many advisors keep an old planning platform for one reason: their client records live in it. With Vault, those records can live within Income Lab.
Run both during the transition, nothing to cancel on day one.
Records are filed by drag-and-drop or the file picker, one at a time. There is no bulk filing tool, so you file what you need as you go.
Book a walkthrough and see where Vault fits your practice.
