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Really organized, uses technology to deal with complex finances
George has an amazing filing system.
Everything is in its place, sorted, labeled and prioritized to make it easy to manage. Of course, it takes up a good chunk of his home office – which is one file cabinet and a computer in the guest room. George has custom spreadsheets he’s built to manage his financial life, files his taxes online, trades stocks on the Internet and pays bills online. His tax preparer loves him.
You might think someone like George has no need of an electronic, paperless record keeping document storage and management system like VaultStreet. But George saw the value of our service right away.
Now, George uses VaultStreet to consolidate the management of his complex finances. He has the benefits of technology, the access of the Internet, less paper clutter and reduced complexity. His financial documents are automatically collected, organized, and stored in a secure, online repository – we call it an electronic filing cabinet. With 24/7, secure access, George always has a handle on things – without the burden of more paper to file. He organizes his VaultStreet account the way he’s used to with our simple user interface. Most importantly, when it’s time to make financial decisions – file taxes, shop for a mortgage, trade stocks – he can share access to his financial documents with trusted advisors, online, as it’s convenient.
VaultStreet gives George secure, online access to his financial documents, records retention organization that fits his habits and life, and the flexibility to share documents when and as he sees fit.
And he’s postponed buying that second file cabinet indefinitely.
