Burlington, Ont.-based investment dealer Aligned Capital Partners has announced that it’s launching Toronto-based FutureVault Inc.’s Digital Collaborative Vault, a secure and central location to manage important personal and business information.
The platform has been branded as the Aligned 360 Vault. It’s designed to modernize communication across all aspects of the firm and allow advisors to quickly and securely collaborate on business and client information from any device.
“We’re looking forward to the impact Aligned 360 Vault will have on our operational efficiency,” says Christopher Enright, president and managing director at Aligned Capital Markets, in a statement.
“We’re promoting a progressive, paperless office while brining new levels of communication to our firm with better security, organization and transparency,” he adds. “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.”
Key components 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.
“Chris and the Aligned Capital Partners team have impressed us with their thought leadership and progressive approach with regards to client interaction,” says John Orr, CEO of FutureVault, in a statement.
“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 relationships,” he adds.