Fiduciary Trust International Rolls Out a Digital Vault, Enabling Clients to Securely and Efficiently Share Documents
Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, has introduced a new “digital vault” for encrypted document-sharing. This innovation, implemented in partnership with cloud content management leader, Box, is Fiduciary Trust International’s latest digital solution to improve the wealth management experience.
The digital vault allows Fiduciary Trust International advisors and clients to securely exchange important documents, such as account statements, deeds, estate and financial plans, tax filings, trusts, and wills, within an encrypted content portal. The vault supports two-way sharing of documents and delivers notifications to both advisors and clients when content is uploaded. In addition, Fiduciary Trust International’s digital vault utilizes a higher level of encryption that is not available through email servers.
“Now more than ever, cutting-edge technology solutions are essential for creating an easy, smooth experience for clients in the cloud,” said Rod Sayegh, head of digital strategy for Fiduciary Trust International. “Our centralized vault for encrypted document management strengthens engagement between advisors and clients. The innovative tools we recently introduced have come at just the right time to enhance our supportive, end-to-end digital ecosystem.”
The digital vault can be accessed through Fiduciary Trust International’s client website and mobile app.
Fiduciary Trust International also recently rolled out an electronic signature capability, which has been adopted by many clients over the past several months.
“We understand the importance of bringing clients and their families peace of mind during all market conditions,” said John M. Dowd, chief executive officer of Fiduciary Trust International. “Even under lockdown amidst a global pandemic, we continue to develop cloud-based, integrated solutions which facilitate more meaningful engagement between our advisors and clients, and enable us to demonstrate greater value for multiple generations of clients.”
About Fiduciary Trust International
Fiduciary Trust International, a global wealth management firm headquartered in New York, NY, has served individuals, families, endowments and foundations since 1931. With over $82 billion in assets under management and administration as of May 31, 2020, the firm specializes in strategic wealth planning, investment management and trust and estate services, as well as tax and custody services. The New York-based firm and its subsidiaries maintain offices in Coral Gables, FL, Boca Raton, FL, St. Petersburg, FL, Radnor, PA, Lincoln, MA, Los Angeles, CA, San Mateo, CA, San Francisco, CA, Washington, DC, Wilmington, DE, and Arlington, VA. For more information, please visit fiduciarytrust.com, and for the latest updates, follow Fiduciary Trust International on LinkedIn and Twitter: @FiduciaryTrust.
About Franklin Resources
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization operating, together with its subsidiaries, as Franklin Templeton. Franklin Templeton’s goal is to deliver better outcomes by providing global and domestic investment management to retail, institutional and sovereign wealth clients in over 170 countries. Through specialized teams, the Company has expertise across all asset classes, including equity, fixed income, alternatives and custom multi-asset solutions. The Company’s more than 600 investment professionals are supported by its integrated, worldwide team of risk management professionals and global trading desk network. With employees in over 30 countries, the California-based company has more than 70 years of investment experience and over US$622 billion in assets under management as of June 30, 2020. For more information, please visit franklintempleton.com.
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