Ultra-secure digital vaults to protect, organise and share confidential information – An unprecedented value add for your brand!
Secure Digital Vaults for Every Professional Services Industry
Our white-label digital vaults offer ultra-secure, easy-to-use tools for organising, protecting, and sharing critical information. Designed to support your clients across various sectors, our vaults provide essential features and customised interactive checklists.
Key Client Vault Features
Custom labelling makes your brand unforgettable for individuals & families. Standard features include:
- Emergency Contacts: Record and access emergency contacts.
- Legal & Financial Documents: Protect important documents.
- Passwords & PINs: Securely store critical passwords and codes.
- Health Records: Manage health and medication information.
- Document Sharing: Share information securely with loved ones
Interactive checklists specifically for your clients: Choose from the following
Financial Advisors & Estate Planners
Help clients with estate planning and assist families respond to the loss of a loved one.
Lawyers & Divorce Specialists
Support clients through every stage of divorce or separation.
Travel Agents, Airlines & Insurers
Guide clients through organising, protecting, and sharing critical information for travel.
Property Brokers, Agents & Insurers
Ensure clients have a smooth transition when buying, selling, or moving home.
Education Providers & Employers
Help employees or students stay organised, safe, and thrive during transitions.
Our ultra-secure client vaults empower and protect your clients by enabling them to organise, protect and share confidential 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.
My Life Capsule empowers professional services firms and their clients to protect, organise and share confidential information for greater efficiency, preparedness and protection.
What about privacy & security?
Unlike others, we foster personal privacy with state-of-the-art award-winning digital security, providing a solution advisors & clients can trust.
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
Simple Enterprise Terms
- Once-off customisation fee
- Simple per-client annual subscription fee
- Includes all storage & security fees
- Integration and custom configurations are available.