Mar 4 • General discussion
Document Vault options
We find ourselves moving away from eMoney in favor of Income Lab for our planning software. We are considering dropping eMoney at some point. The thing is, Income Lab doesn't have a secure document vault for clients, and we use the one at eMoney extensively. Is there a secure, compliant service for client document storage & sharing that we should be looking into?
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Document Vault options
skool.com/ria-os
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