FamilyOfficeNetwork’s® virtual file cabinet provides advisors with the ability to securely organize their clients files online by their specific needs. Advisors can upload and review with clients; Quarterly Reports, Financial Statements, Tax Returns, Wills, or any document the client needs. Clients can download files, and upload other documents for their advisors at any time. Documents are maintained in the client’s secure virtual vault.

FamilyOfficeNetwork® offers a variety of methods to import client files. Advisors can choose to upload files on an as needed basis, batch upload several files for a single client, or batch upload multiple files (such as Quarterly Reports and Tax Returns) for multiple clients. Once a file has been uploaded, the user can have the system automatically notify other advisors of its presence. Users can set automatic deletion dates on files so that there is minimal maintenance required once a file has been entered into the system.