Several enhancements were made to AdvisorVault last month in response to user requests.   Portfolio Reports Folder. You can hide the “Investments” from view of clients and use any name for the folder where you upload reports. Previously, you could only upload portfolio report to certain folders and you could not rename them. Now, you can rename the portfolio reports folder and make the “home” page the folder where your client’s reports are displayed. Template Emails From Multiple Addresses. AdvisorVault includes a template email communication system

Supporting clients during life’s most difficult moments is not just the right thing for a financial advisor to do, it’s a good thing to do. It builds lasting relationships and makes you invaluable. Advisors who stored clients’ homeowners policies in AdvisorVault were heroes after Hurricane Sandy. Here's how you can prepare your clients for life's most challenging moments.

Thank you, to your loyal clients, for your patience, support and concern through Hurricane Sandy  We have been tested by the worst hurricane to hit Long Island since 1938, and we have met the test. Advisors Products is working hard to continue to provide the highest quality, always-available service. more

Here’s what the Debbie Hooge of  Vantage Advisors LLC says about SEO For Financial Advisors From Advisor Products: In 2012 our company, after several years of frustration that our website never showed up on searches of the internet until the 2nd and 3rd pages of Google, we decided to hire Advisor Products to give our site a new look.Our previous website had cost us over $10,00 just a few years earlier. While we were frustrated about incurring more expenses in such a short time, we knew we needed to get serious about SEO. We hired Advisor Products to do our SEO and redesign