Technology for Financial Services & Banks

that 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.

Automation Technology For Your Advisory Firm

Seamlessly synchronize your tech stack and leverage 100s of automated workflows to more efficiently run your business.

What is2ndVault?

2nd Vault 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.

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 Enhance how you organize essential data- forget traditionally outdated spreadsheets and empty cloud-based storage cabinets.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.

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.

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Two businessmen discussion analysis sharing calculations about the company budget and financial planning together on desk at the office room.

Learn about what we do
 

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.

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Keep your information safeand easy to find

2nd Vault Simplifies Your Life

Say Goodbye to old junky binders and outdated files

17 years of experience helping people for best solutions

Focus on your Business

36 years of combined professional experience!

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 Simplifies Life

We Bring The Digital Vault Alive

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.

Collaborations

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Who WeServe?

 

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.

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.

READ MORE READ LESS

2nd Vault allows me to rest at night knowing my clients are utilizing the digital vaults supplied by 2nd vault.

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KATIE ALLIS

Client

Streamline Your Tech Stack

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.

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