Sand Hill Launches Its New Digital Client Center

Sand Hill Launches Its New Digital Client Center

Since our founding in 1982, Sand Hill has persistently sought to provide our clients and their families with the best practices, tools and technology offered by the wealth management industry. Today, as we scan the horizon and assess the needs of our clients, we strongly feel that the demand for security and personal privacy, mobile accessibility, and curating a highly efficient, fully integrated financial life is the new normal. As a result, Sand Hill is launching a new on-line Client Center that will allow our clients to securely communicate and collaborate with family members and their trusted advisors, along with organizing, storing and sharing important documents in a private cloud environment.

The security of client assets and personal information have been, and continue to be, a paramount concern for us. Recently, we have witnessed a noticeable uptick in client e-mail accounts being hacked and cautionary tales of digital documents being unknowingly altered in transit abound. Unquestionably the threat of financial theft via digital means is real. The proliferation of free e-mail, storage and sharing services has also, unfortunately, not been met with an equal emphasis on individual privacy. In fact, the business models of many digital solution providers seemingly hinge on the sale and exploitation of personal information. While troubled by some of these aforementioned developments, Sand Hill is an advocate for highly secure cloud computing, digital interactions and accessibility via mobile devices. In our estimation, the internet offers our clients and business benefits that far outweigh the challenges.

It is this perspective that has informed the construction of our Client Center. We have taken considerable measures, including multi-factor authorization, private cloud hosting, data encryption (at rest and in transit), private messaging and enhanced privacy controls to provide a useful and convenient tool without compromising on security. We, no doubt, are also living in the age of specialists. While our clients certainly benefit from the collective wisdom of their wealth, tax, legal, insurance, banking and real estate team, the increased need for coordination and collaboration between specialists can be exhausting. Lengthy e-mail chains, unsecured attachments, multiple document versions and notification delays pose both efficiency and security challenges. With its shared virtual workspace, extensive document storage, robust permissions, versioning capabilities, encrypted and password-protected file transfers and a customizable notification system, the Client Center empowers our clients to control their financial lives without making it their full-time job.

Additionally, we think that there is, and will increasingly be, a need for multi-generational families to share financial information as well as house copies of crucial documents like powers of attorney, medical directives, wills and estate plans, even passports. Tragically, we know that some will be afflicted with diminished mental capacities in their latter years and that family, often from a geographic distance, will require on-demand access to large swaths of investment, tax and legal information to provide support for a loved one. To prepare for these circumstances, the Client Center has been built for interested parties to have some, or full, access to files and folders, if you so elect. With customizable permissions, clients can determine how much, or how little, they’d like to share and with whom. 

Finally, while many of our industry brethren seek to employ technology as a means to mass produce and distribute their product, Sand Hill views technology as a way to further tailor your client experience. We choose to believe that great technology, thoughtfully employed, can accentuate personal relationships rather than reduce them to a dehumanizing algorithmic score.  Our sincere hope is our clients, working together with their Sand Hill team, will use their Client Center in a way that uniquely fits their family’s wealth and lifestyle needs both today – and in the years to come.

Articles and Commentary Information provided in written articles are for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Sand Hill Global Advisors' (“SHGA”) views as of the date of publication. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. SHGA does not provide tax or legal advice. To the extent that any material herein concerns tax or legal matters, such information is not intended to be solely relied upon nor used for the purpose of making tax and/or legal decisions without first seeking independent advice from a tax and/or legal professional. SHGA has obtained the information provided herein from various third party sources believed to be reliable but such information is not guaranteed. Certain links in this site connect to other websites maintained by third parties over whom SHGA has no control. SHGA makes no representations as to the accuracy or any other aspect of information contained in other Web Sites. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. SHGA is not responsible for the consequences of any decisions or actions taken as a result of information provided in this presentation and does not warrant or guarantee the accuracy or completeness of this information. No part of this material may be (i) copied, photocopied, or duplicated in any form, by any means, or (ii) redistributed without the prior written consent of SHGA.  
Video Presentations All video presentations discuss certain investment products and/or securities and is being provided for informational purposes only, and should not be considered, and is not, investment, financial planning, tax or legal advice; nor is it a recommendation to buy or sell any securities. Investing in securities involves varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular client’s financial situation or risk tolerance. Past performance is not a guarantee of future returns. Individual performance results will vary. The opinions expressed in the video reflect SHGA's or Brenda Vingiello’s (as applicable) views as of the date of the video. Such views are subject to change at any point without notice. You should not treat any opinion expressed by SHGA or Ms. Vingiello as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of general opinion. Nothing presented herein is or is intended to constitute investment advice, and no investment decision should be made based solely on any information provided on this video. There is a risk of loss from an investment in securities, including the risk of loss of principal. Neither SHGA nor Ms. Vingiello guarantees any specific outcome or profit. Any forward-looking statements or forecasts contained in the video are based on assumptions and actual results may vary from any such statements or forecasts. SHGA or one of its employees may have a position in the securities discussed and may purchase or sell such securities from time to time. Some of the information in this video has been obtained from third party sources. While SHGA believes such third-party information is reliable, SHGA does not guarantee its accuracy, timeliness or completeness. SHGA encourages you to consult with a professional financial advisor prior to making any investment decision.

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