Ultimate Client Engagement: Partner Portal + Client Capsules

Ultra-secure file & message sharing between your Partner Portal and your Client’s Capsule. Just $75 AUD per client per annum. $0 fee per Advisor.

Client management dashboard

Secure data & file sharing

Secure & direct client messaging

Multi-agent assignment for shared client management

Archived client consent, correspondence & shared data

Unlimited secure document & data sharing

Consumer Data Rights & GDPR compliance

Quick & easy set-up

Simple per-user pricing

Client Capsule Features

Emergency Vault +

Personal Vault +

Password Keeper+

Junior Vault+

Co-branded dashboard for secure message & file sharing with advisors

Categorised vaults with 24/7 mobile access to life admin 

Unique time-based data sharing for total data control

Legal, Finance & Belongings

Identity & Passwords

Health, Education & Career 

Travel & Family

Life events checklists

Meaningful Client Value: Client Capsules Only

Client Capsules are provided by the Partner as a unique value add to existing services. The Partner is charged an annual rate for each client capsule, starting at $55 AUD.

Our Solution, Your Brand: White Label Vaults

A fortress of privacy for your clients to manage their most precious information. The Partner is charged an annual rate for each emergency vault.