Accessible. Collaborative. Secure.
Welcome to the Barry Capital Private Client Vault.
Secure and timely access to documents and reports is a beneficial service for you and your Advisor.
Our Client Vault provides a secure, accessible workspace to store documents and materials for working with your Advisor and holding information long-term, without the fear of identity theft or the compromising of critically important personal information.
Document Management
Whether it's your Portfolio Progress Reports, draft or final copies of financial plans, or your necessary financial files such as Wills, Powers of Attorney or Tax Returns, you can be confident that your Client Vault is a valuable service for the documents that matter most.
Password Management
In addition to holding your important documents, we also offer a Password Management service that allows you to record important web sites you visit and securely store banking and bill payment information. This valuable service allows you to access important financial IDs and passwords any time, anywhere.
Secure Collaboration with other Professionals
Lastly, we can grant access to your other financial professionals, such as attorneys, accountants, bankers, insurance agents or other advisors, allowing them to post and share documents as needed. This access is tightly controlled so they access only the resources they need. You are always in control.
If you would like to know more about this valuable service, call us at 908-979-1505 to learn more about how the Client Vault can work for you.
Welcome to the Barry Capital Private Client Vault.
Secure and timely access to documents and reports is a beneficial service for you and your Advisor.
Our Client Vault provides a secure, accessible workspace to store documents and materials for working with your Advisor and holding information long-term, without the fear of identity theft or the compromising of critically important personal information.
Document Management
Whether it's your Portfolio Progress Reports, draft or final copies of financial plans, or your necessary financial files such as Wills, Powers of Attorney or Tax Returns, you can be confident that your Client Vault is a valuable service for the documents that matter most.
Password Management
In addition to holding your important documents, we also offer a Password Management service that allows you to record important web sites you visit and securely store banking and bill payment information. This valuable service allows you to access important financial IDs and passwords any time, anywhere.
Secure Collaboration with other Professionals
Lastly, we can grant access to your other financial professionals, such as attorneys, accountants, bankers, insurance agents or other advisors, allowing them to post and share documents as needed. This access is tightly controlled so they access only the resources they need. You are always in control.
If you would like to know more about this valuable service, call us at 908-979-1505 to learn more about how the Client Vault can work for you.
