Document Management That Stays Inside Your Microsoft Environment
Bring Microsoft OneDrive directly into uRebal Hub to securely store, organize, share, and collaborate on documents without disrupting advisor or investor workflows.
Built for Secure, Connected Document Workflows
Simplify document management without sacrificing security, compliance, or collaboration capabilities.
Microsoft Ownership
Keep every document within your organization's Microsoft OneDrive tenancy while uRebal Hub provides a seamless document management experience for advisors and investors.
Everything You Need for Modern Wealth Document Management
Document Vault combines Microsoft security with wealth management workflows, enabling advisors and investors to securely manage documents from one platform.
Secure OneDrive Connection
Connect or disconnect Microsoft OneDrive with a single click through secure Azure AD authentication while encrypted tokens maintain protected access.
Complete File Management
Browse documents, create folders, upload multiple files, download content, and organize document libraries without leaving uRebal Hub.
Advisor & Investor Workspaces
Provide dedicated document experiences for advisors and investors with separate configurations designed for each user's responsibilities and permissions.
Client-Centric Access
Open documents directly from household and client records, keeping proposals, statements, and working files available exactly where advisors need them.
Microsoft-Powered Sharing
Collaborate securely through Microsoft email invitations with familiar enterprise sharing controls, ensuring secure document exchange with clients.
Built Around How Advisory Firms Work
Simplify Every Document Interaction
Empower advisors and investors with secure, connected document management that improves collaboration, streamlines workflows, and keeps information accessible exactly when it's needed.
Centralize Document Access
Keep client documents, proposals, statements, and shared files available within uRebal Hub while maintaining storage in your Microsoft OneDrive environment.
Strengthen Secure Collaboration
Share documents confidently through Microsoft-powered invitations with controlled Read and Write permissions for advisors and investors.
Work More Efficiently
Access documents directly from client and household records to reduce application switching and keep advisory workflows moving seamlessly.
Built for Advisors and Investors
Unlike generic cloud storage solutions, Document Vault provides experiences tailored for every user.
For Advisors
Store proposals, statements, reports, and working files.- Access documents directly from client records.
- Share documents securely with investors.
- View shared document activity.
- Manage firm document workflows without leaving Hub.
For Investors
- Upload documents using drag-and-drop.
- Organize files with folders, rename, and move capabilities.
- Retrieve shared documents anytime.
- Set Document Vault as the default landing page.
- Collaborate securely with advisors.
Security Designed Around Microsoft Standards
Your documents never move into a proprietary storage platform. Instead, uRebal Hub securely orchestrates access while Microsoft continues protecting your files.
Security Features
Seamlessly Integrated with Microsoft
Document Vault leverages Microsoft's trusted ecosystem to deliver enterprise-grade document management without replacing your existing infrastructure.
Native Integrations
Easy Firm-Wide Configuration
Firm administrators can configure Microsoft Azure credentials, Graph scopes, and separate Advisor and Investor experiences directly within uRebal Hub, without requiring custom engineering or external development resources.
Modernize Document Management Without Moving Your Files
Empower advisors and investors with secure Microsoft-powered document management while maintaining complete ownership of your organization's data.