A Digital Vault securely captures stores and helps organise everything digitally.

It can store anything from properties to valuables, policies to legal papers

Each vault item can be associated with documents, images,  links to online accounts and customised.

Everything  it can be matched to the services you offer to help your clients, including but not limited to :

Personal ID, Property, Cars/Vehicles, Pensions, Wills/LPAs, Valuables, Insurance Policies, Investment, Bank Accounts, Income, Bills, Pets, Tax returns…. the list is endless. Can’t find te vault item you need , we can create it for you !

It’s all organised and accessible in one place, enabling you to enhance your service to your clients.

Yes, this was one of the main reasons for developing the Digital Vault.

By creating a Will vault your clients can share its location.

Also on a death, access to the Digital Vault can be released to the Executors of the Will for probate purposes to ensure the full estate and inheritance can be considered and passed onto the nominated beneficiaries.

You can also customise the system to record gifts to ease probate.

You simply nominate the executors and it can be stored as part of your Will.

A unique code is provided such that upon a death the nominated executors can access to your Vault, simplifying probate and reducing the stress.

Yes ! – this is one of the reasons we developed the Digital Vault, to help store details of valuables and assets for insurance purposes.

Anything from a painting, collectors item, watch to a diamond ring.

The vault allows you to:

• Record the details of the item
• Add details like the serial number
• Details of when it was purchased
• A copy of the receipt
• A valuation
• Details of any warranty or supporting documentation

The Digital Vault not only enables you to store details about every valuable , but more importantly, derives an accurate figure, so clients know exactly how much insurance cover is needed.

Proof of ownership will enable a successful claim.

Let’s take an example of a property. We can stores details of one or multiple properties, from main home to buy to lets and even a holiday home.

Simply add it into the Vault and add all the relevant details to help record and manage it including:

• Type of home (main home, holiday home, rentals…)
• The market value of the property
• Mortgage information
• Insurance details
• Special notes
• Legal Documents
• Tenancy including rental income, safety certificates etc..
• Add reminders

Basically anything and everything associated with the property – so its all in one place !

Yes. We take security very seriously. We have implemented multiple layers of security and encrypt data to keep your data safe.

Secure Access:

• Login with username & secure password
• 2 factor authentication (2FA)
• 4-digit pin to open your Vault.

Data Encryption

Not only we do encrypt the database but also fully encrypt all your stored documents.

Private (Unlisted) website

The website is private and only made available to users. We are not advertising the site on the web to unwanted attention, thereby providing a further layer of security. We can also offer a completely privately hosted site secured by IP restrictions and/or only accessible via a VPN connection for private clients (note extra costs apply).

24-7 -365 Site Access Monitoring

• We monitor access to the site for unauthorised access or failed logins
• We also log all active sessions
• We regularly change the web address to ensure it remains protected.
• If we receive alerts of multiple failed logins we will proactively change the web address and notify users to keep the site safe.

Yes, simply login, select the vault item (e.g. car) and start adding information, documents and set any reminders/alerts, it’s really that simple. It can be used on a computer, tablet or phone.

We do recommend using a browser when administering the account as it makes it much simpler to manage and upload documents.

We can provide one-on-one support if required (online via “Zoom” with a real person for a small extra charge) and also offer a fully managed service (see next question) if you do not have the time.

Yes, if you don’t have the time or want us to do it, we can help. We can set up and manage your vault.

Our hourly rate is set at £40 per hour (+ VAT) alternatively we can provide a fixed monthly fee for  managing your Vault.

Yes,  we can enhance and customise it as a base to develop and store other types of private information for companies and private individuals, contact us for further information.

Yes,  the application is a “responsive” web based design this means it will work on different electronic devices including desktop, tablet and mobile and resize to fit, irrespective of screen size.