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Did You Know…?

October 24, 2017 | Weekly Commentary

Valley National commits to providing our clients with the best our industry has to offer.  For example, Valley National’s client portal, which we brand-name “eVault”, received the 2017 WealthManagement.com Industry Award for best client portal. We are honored to bring this Tamarac developed service to you – without charge.

What’s a “client portal”? It serves as a digital hub of communication between Valley National advisors and their clients, providing a comprehensive view of your financial picture. It is integrated with top custodians, including Schwab, TD Ameritrade, American Funds, and Fidelity, and offers advanced security features. In addition, clients access the portal through single-sign-on from the Valley National website where they can view their portfolio and performance reports.

Valley National eVault client portal also features:

Net Worth Reporting – Net worth reporting provides investors with a complete picture of their finances, including their assets, liabilities, 401(k) and other held-away accounts in their client portal. Investors can leverage this information as they work with their Valley National advisor to achieve their financial goals.

Document Vault – The eVault offers advisors a secure, convenient and efficient way to exchange files between you and Valley National, a necessity in today’s increasingly interconnected, digital world. The document vault is a secure cloud-based file storage system with an intuitive interface.

Goal-Based Reporting – Recognizing that clients want to have more goal-based planning discussions with their Valley National advisor, the portal offers deep two-way integrations with MoneyGuidePro®, which give Valley National advisors and investors the ability to view financial planning data and take action.

Budgeting Tools – Coming in 2018, personal finance budgeting tools will equip clients with the additional resources they need to benchmark their progress and help achieve their financial goals.

Your eVault client portal has already been created. If you are interested in getting this working for you, just email your Valley National team to get you up and running with very little effort.