E-Vault™
$250.00
E-Vault™ Features
E-Vault™ is more than a fiduciary file – it is a fiduciary management suite.
Project Dashboards for High Level Insights
E-Vault™ generates a unique project dashboard for each subscriber, giving them an overview of their plans.
Multiple Plan Listings
If you manage multiple plans you can access them all from one page.
Multiple Plan Breakdown
A quick breakdown and status of each plan’s fiduciary file.
TRACKING AND ACCOUNTABILITY
Keep an eye on your projects and tasks so you and your team knows what they need to do, and by when. You stay aware of current fiduciary status and keep in compliance with minimal effort.
Calendars
Keep track of upcoming milestones and deadlines
Task List
See and complete any tasks assigned to you
INFORMATION YOU NEED, AVAILABLE AT A GLANCE
E-Vault™ is a visual fiduciary management tool so you can always see what’s happening with little more than a glance.
Fiduciary Organization
Keep relevant information about the plan in one place
Document Management
Store important documents and their status.