Fiduciary Trust International Rolls Out a Digital Vault, Enabling Clients to Securely and Efficiently Share Documents
July 23 2020 - 9:30AM
Business Wire
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.
Copyright © 2020. Fiduciary Trust International. All rights
reserved.
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Rebecca Radosevich: 212-632-3207
rebecca.radosevich@franklintempleton.com Laura Simpson:
973-850-7319 lsimpson@jconnelly.com
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