The All New "Documents Vault"

Discover Alphanso’s new Documents Vault: a secure, centralized hub to organize, upload, and access files with encryption, real-time updates, and seamless access across devices.

[Released on June 24th 2025]

We are happy to introduce our Documents Vault - a secure storage for everything important. With the introduction of the Vault, all of your files are now,

  • Centralized - Access and organize all your files in one secure place.
  • Streamlined - All advisor requests are compiled and updated real-time in the vault.
  • Scale - Select and upload multiple files at once for faster workflows.
  • Secure - All documents are encrypted both in transit (TLS 1.2+) and at rest (AES-256), with strict access controls enforced on a need-to-know basis.
  • Unified - Uploading via chat or cases is being deprecated in favor of the Vault.
  • Access seamlessly on web, tablet, or mobile - just look for Documents Vault in the left menu on web, or under your profile on mobile.
Alphanso Document's Vault

Category
Written by
Priyanshi Gupta
Head of Product