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:

• Financial Institutions: Store your customer data and files securely, allowing access quickly and easily when needed.
• Financial Professionals: Help your client protect their most valuable assets and give them peace of mind.
• Independent Broker-Dealers: Offer a valuable service to your clients by helping them organize their most important stuff.
• Registered Investment Advisors: Keep your client data safe and accessible and make it easy for them to stay on top of what is meaningful to clients.
• Banks: Strengthen relationships with existing customers and attract new ones with our secure storage solution.
• Community Banks: Keep up with the competition by offering state-of-the-art technology to your customers.
• Credit Unions: Serve members better with 2ndVault’s comprehensive solutions.

Professional Service Providers: Provide a customer facing portal regardless if you use one now or not through our white label solution capability.