Ultra-secure personal digital vaults to organise, protect, and share confidential information with family or trusted advisors
An easy-to-use tool for your clients to manage day-to-day admin and significant life events.
24/7 secure access & controlled sharing of personal data & documents anytime, anywhere via convenient mobile or web apps.
Categorised vaults to manage & securely share critical information:
Unlike other client portals, My Life Capsule is designed to provide comprehensive support for clients and their families throughout day-to-day and significant life events.
Each client capsule includes emergency vaults for handling unexpected situations, along with interactive checklists to help clients prepare for and manage important life events.
Our ultra-secure client vaults empower and protect your clients by enabling them to organise, protect and share confidential information.
Financial advisors and their clients currently face a pressing challenge: the absence of secure and efficient mechanisms for exchanging confidential information. Traditional methods leave advisors vulnerable to cyber-attacks, while clients struggle to organise and protect important documents that are scattered across email threads and physical files.
Cyber security risks
Corporate data breaches cause reputational damage & cost $3.35m & take 280 days to contain*
Poor client onboarding & data exchange processes cost more & reduce client retention.
Individuals seeking financial support face overwhelming administrative stress.
Advisors benefit from improved long-term client engagement & trust, expanded cross-generational outreach, & enhanced corporate risk management.
Individuals & families are more organised, better protected & better prepared to manage day-to-day & time-critical life events.
Privacy-by-design No reading, mining or selling data.
End-to-end encryption AES-256-GCM & RSA-4096
Secure one-to-one sharing encrypted in transit & at rest
Time-based & revoke share functions for complete control
Biometrics & 3-key encryption store
CDR, GDPR & ISO 27001 compliant infrastructure