SmartVault Virtual Cabinet Migration Process

Ready to import your Virtual Cabinet data to SmartVault?

Here is an overview of the process steps.

  1. Install the SmartVault software
  2. Import clients via CSV
  3. Modify folder templates
  4. Export from Virtual Cabinet
  5. Upload the data to SmartVault
  6. Client Matching - Mapping your Client Data
  7. Client Import and Review

 

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