The full privacy-first client engagement solution.

Partner Portal + Client Capsules

Ultra-secure data & file sharing between your Partner Portal and your client’s private Capsule. Prices start at $55 AUD per client per annum.

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

Coming soon – Third-party data sharing with real-time client consent & custom checklists for prompt onboarding & data exchange

Client Capsule Features

Emergency Vault +

Personal Vault +

Password Keeper+

Junior Vault+

Co-branded dashboard for secure communications & 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

Life Capsules to empower 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 $75 AUD.

Meaningful client protection from your brand.

Private Label Emergency 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, starting at $10 AUD.