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 client’s important information — family ID’s, money, property, pet information, insurance, taxes, legal information and more.
A streamlined white labeled platform for your clients to access their information whenever and wherever they need it.
They can Invite a family member or trusted professional to quickly update their estate documents, spouse’s ID, or kid’s insurance. 2ndVault is a workspace that works for all.
Design separates 2ndVault from ugly spreadsheets and disorganized file cabinets. It keeps client on your platform! 2ndVaults guided workflows help your client organize their information.
Your clients can stop worrying about losing important personal documents – 2ndVault is here to help! With our secured platform, your clients and their family can easily store vital information like IDs, money management details, pet records, insurance policies, taxes, and more. Plus, with the ability for a trusted family member, friend, or professional to update info quickly – it’s as easy as pressing ‘collaborate’. Enhance the technology you give your client and how they organize essential data- forget traditionally outdated spreadsheets and empty cloud-based storage cabinets. Make use of stylish designs in an intuitive workspace.
Security always comes first at 2ndVault: every account has two-factor authentication enabled alongside full data redaction protocol… It’s never been simpler than that!
Information is protected by AES 256-bit encryption and SOC2, HIPAA, and PCI DSS certified because you deserve the most advanced security for your important information and we’re here to provide it.
2ndVault helps professional service providers give their customers holistic support. It’s like a super-secure digital vault where people can store important things to keep them safe for later, plus it also has different tools that help them plan how to use what they have now, so everything goes even better in the future!
Our powerful, ever-changing solution blends perfectly with the technology you already have. It makes your experience deeper and smarter by giving you helpful insights and forever intangible value. OR I like parts of this too. “Our amazing solution is like magic! When you use it with your tools, they get even smarter – allowing you to gain as much knowledge and understanding of things around you as ever before. With our help, life can be full of discoveries that provide lifelong rewards.
2ndVault is a digital vault that helps you keep your important things safe for later. It’s like having a super-secure place to keep all your important papers, but it’s online, so you can access them from anywhere.
2ndVault’s Solution was built to serve:
Professional Service Providers: Provide a customer facing portal regardless if you use one now or not through our white label solution capability.
2ndVault is revolutionizing the way we help client’s secure their 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 financial professionals – all from an intuitive user guided on-boarding experience!
Our revolutionary digital vault solution delivers an industry-first experience for both enterprises and end-users alike. It provides unprecedented client retention, value, and organization to people’s most important documents in a living platform that redefines how we work with our digital information.
With 2ndVault, you can safeguard important information and guarantee its accessibility when needed. Think of it as an insurance policy for personal digital data – the presence of which will provide a sense of security even in times difficult situations occur and access is required. Put simply; there’s no better way to protect what matters most!
Organize what is in disconnected locations today in one place. Think digital files, paper files, Safety Deposit Keys and more.
Securely share your entire vault, a section of your vault or a small piece of your vault with those that you trust at a time you define.
Receive reminders and alerts about important dates.
Have peace-of-mind knowing that you decide where you want to save this information. Stick to where you are already comfortable.
Have the necessary confidence that you can choose to have your professional provider collaborate with you and have them share information directly to your vault.
Many professional service providers are evolving from a commodity-based model to one of long-term client loyalty. Professional providers must focus on creating strong, lasting relationships with their customers and utilizing digital tools like our vault services to open up new doors for generational planning opportunities. With technology allowing us more freedom than ever before, the future is bright for those who embrace this shift in priorities.
2ndVault has created an engaging experience that not only excites customers but also bolsters their trust in their current provider. This innovative approach is bringing in extra revenue and encouraging people to stick with the company due to its unique benefits.
2ndVault connects everything in a person’s life in one easy-to-use platform. Our secret sauce is how we work inside the most widely used cloud-based storage and fintech solutions. We meet the user where they are already comfortable and provide an enhancement. We provide a user-guided experience on what to store in an otherwise empty filing cabinet.
Design separates 2ndVault from ugly spreadsheets and disorganized file cabinets. Better yet — never start with a daunting blank page or empty folder. 2ndVaults guided workflows help you organize your information.
Stop worrying about losing important personal documents – 2ndVault is here to help! With our secured platform, you and your family can easily store vital information like IDs, money management details, pet records, insurance policies, taxes, and more. Plus, with the ability for a trusted family member, friend, or professional to update info quickly – it’s as easy as pressing ‘collaborate’. Enhance how you organize essential data- forget traditionally outdated spreadsheets and empty cloud-based storage cabinets. Make use of stylish designs in an intuitive workspace designed specifically by us that allows you to dictate the terms and rules of your vault.
2ndVault allows me to rest at night knowing my clients are utilizing the digital vaults supplied by 2ndVault.
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.