Technology for Profesional Service Providers
Seamlessly integrates into your current tech stack to give your clients an unparalleled experience where they can secure and organize their family’s important information – ID’s, property, insurance, tax, legal and more.
Our integrations create a seamless workflow, connecting you with the tools necessary to get things done – on your terms.
2ndVault secures and organizes your family’s important information — family ID’s, money, property, pet information, insurance, taxes, legal information and more.
A streamlined platform to access your information whenever and wherever you need it.
Invite a family member or trusted professional to quickly update your estate documents, your spouse’s ID, or your kid’s insurance. 2ndVault is a workspace that works for all.
2ndVault is revolutionizing the way we secure critical and sensitive information. With our business to business to client SaaS platform, users can effortlessly transfer data to a highly-secured digital vault provided by their trusted professional – with a simple, guided on-boarding experience.
Say Goodbye to old junky binders and outdated files
Organize your scattered paper and digital files into one single, secure place.
Securely share all or any section of your vault whenever you choose to the people you select.
Receive reminders and alerts about important dates.
You decide where and with whom to share this information. Stick to where you’re already comfortable.
Confidently share information with your trusted professionals directly to your vault.
Add Value to Your Relationships
Your clients are looking for reasons to continue to do business with you and refer their friends and family. 2nd Vault stimulates conversations that open doors for generational planning opportunities while bolstering their trust in you – their trusted professional.
Keep it Simple!
2ndVault connects everything in a person’s life in one easy-to-use platform. No additional logins or passwords to remember! Our secret sauce is how we seamlessly integrate within the most widely used cloud-based storage and fintech solutions you are likely already using. We’ll take what you have and supercharge it with an engaging, user-guided experience.
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Our integrations create a seamless workflow, connecting you with the tools necessary to get things done - on your terms.
We partner with industry-leading providers to provide a secure and seamless client experience, offering our clients an impressive array of solutions—from CRMs to financial aggregators. Our commitment is simple: delivering quality data security and exceptional service every step of the way.