Ultimate Client Engagement: Partner Portal + Client Capsules

Ultra-secure file & message sharing between your Partner Portal and your Client’s Capsule. Just $125 AUD per client per annum. $0 fee per Advisor.

• Client management dashboard
• Secure data & file sharing
• Secure & direct client messaging
• Multi-agent assignment
• Archived client consent, correspondence, & data
• Unlimited secure document sharing
• Compliance: Consumer Data Rights & GDPR
• Quick setup
• Simple per-user pricing

• Emergency Vault +
• Personal Vault +
• Password Keeper +
• Junior Vault +
• Co-branded dashboard for secure sharing
• Categorised vaults with 24/7 mobile access

Includes:

• Health & Wellness
• Finance & Belongings
• Legal Documents
• Identity Cards
• Education & Career
• Photos & Videos
• Interactive life event checklists
• Unlimited secure connections
• Individual item sharing
• Unlimited Junior Accounts:
  • Junior Health & Wellness
  • Junior Education
  • Junior Activities
  • Junior Passwords
• 10GB Data Storage
• Access on all devices

Meaningful Client Value: Client Capsules Only

Client Capsules are provided as a unique value add to existing services. The Partner is charged $75 AUD annually for each client.

• Emergency Vault +
• Personal Vault +
• Password Keeper +
• Junior Vault +

Includes:

• • Health & Wellness

• • Finance & Belongings
• • Legal Documents
• • Identity Card
• • Education & Career
• • Photos & Videos
• • Life event checklists
• • Unlimited secure connections
• • Individual item sharing
• • Unlimited Junior Accounts:
    • Junior Health & Wellness
    • Junior Education
    • Junior Activities
    • Junior Passwords
• • 10GB Data Storage
• • Access on all devices

Our Solution, Your Brand: White Label Vaults

A fortress of privacy for your clients to manage their most precious information, while keeping your brand top of mind every day.