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Introducing the Personal Life Management Vault™

Bringing Massive Value to Your Clients and Changing the Paradigm of Document & Data Management.

Improve your client value proposition by delivering a personalized and enhanced digital client experience that gives your clients the efficiency of a personal life organizer combined with the peace of mind knowing their information and documents are kept safe and secure.

Your Clients Deserve the Best Experience . Why Not Give Them That?

With the Personal Life Management Vault™, you can deliver the ultimate client experience, driving more engagement with households and building generational trust.

Personal Life Management Vault Features and Benefits

Securely manage
everything in one place

Make it easy for your clients to manage their personal, business, and financial information, data, and documents within a secure single-source-of-truth.

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Gaining peace of mind is priceless.

Protect and safeguard important documents, data & information in one bank-grade secure location across multiple entities, geographies, and generations.

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Anytime, anywhere access
On the go or at home.

MYour clients (and family members) can access critical information and documents anytime, anywhere, 24-7 on their desktop, tablet, or mobile devices.

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Family members and the next gen benefit massively.

Equip your clients with the ability to add multiple family members (spouses, parents, children) via entities to effectively manage their life’s most important documents.

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Are You Ready to Take Your Digital Client Experience to the Future?

Our clients are not only uploading essential documents but also organizing their financial planning items, taxes, insurance, legal and more.

Jodi R., Wealth Advisory Operations Management

Unique Functionality Supported by
Patented Technology

We are proud to say that we have been successfully granted 3 U.S. Patents (with one pending) for innovative technology and features that our competitors try and emulate.

Provide Vault permissions to Trusted Advisors.

Trusted Advisors (Collaborators) can easily (and securely) upload, access, and manage documents, folders, or sub-folders. Trusted Advisors can be family members, accountants, lawyers, external planners, and more.

US20220075807A1 (Systems and methods for sharing documents)

Dynamically manage & visualize Household Entities.

Effectively filter and dynamically view documentation, data, and information in real-time associated with the Entities created and managed by your clients.