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.
Plan with an expert
Book your demo and free discovery session in under 2 minutes.
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What to expect
Meet one of our advisors and product overview
Share your financial goals - no prep required
See how we can support your situation
If it's a fit, join happy flock of customers
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