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.
Emergency Vault +
Personal Vault +
Password Keeper+
Junior Vault+
Includes:
Health & Wellness
Finance & Belongings
Legal Documents
Identity Cards
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
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.
Protect Profile & Identity Information
Securely store critical passwords or pin codes
Upload important documents, certificates & ID cards
List emergency contacts in case of an emergency
Legal, finance & estate details & files
Health, medication, allergy & immunisation records
Travel details & documents
Securely share with trusted people and revoke that share at any time.
Access on all devices
Cookie | Duration | Description |
---|---|---|
cookielawinfo-checbox-analytics | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". |
cookielawinfo-checbox-functional | 11 months | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". |
cookielawinfo-checbox-others | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. |
cookielawinfo-checkbox-necessary | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". |
cookielawinfo-checkbox-performance | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". |
viewed_cookie_policy | 11 months | The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |