In the wake of this year's hurricanes, 1000s lost their lives, livelihoods and personal effects. What can we in the financial services industry do to help safeguard our clients from disaster? We can encourage clients to protect their most personal documents, irreplaceable photos, videos and family histories in the AdvisorPlatform’s Vault.

The Vault provides an online “safety deposit box” accessible from anywhere (with Internet connection) anytime. With their valuables in the encrypted Vault, clients can have peace of mind that they will not be lost in the event of fire, flood or burglary. So, what can clients put in the Vault?

Here are just a few possibilities:

• Bank account details
• Marriage certificates or divorce decrees
• Identification records (driver license, green card, passport, etc.)
• Baby photos
• Family histories
• Videos
• Children’s report cards
• Titles, deeds, registrations for property and vehicles owned
• Mortgage and other loan information
• Insurance policies
• Investment records
• Credit-card details
• Employer benefit statements
• Income tax information (copies of past returns, proof of estimated tax payments)
• Social Security cards
• Trusts
• Wills
• Birth certificates

Clients can now upload documents into the Vault themselves, giving them more flexibility and saving advisors time. To check out the AdvisorPlatform’s Vault try our FREE TRIAL.