Because your clients matter!
Why financial advisors love AfterVault
Strengthen your client relationships and start a relevant new conversation.
Be a part of your client and their family’s lives from cradle-to-grave by helping them make sure that everything is secure and organized both for them and for future generations.
Broaden your role as an advisor by filling in gaps in your clients’ planning.
And, at the same time, take steps towards fulfilling your requirements as a fiduciary.
Reach the next generation of clients.
Know who your client’s closest friends and family are and reach out to them quarterly.
Why families love AfterVault
AfterVault provides a categorization system, so your clients can enter their estate planning information and keep it organized. There are 17 categories, which include the main estate-planning tools, such as: Will, Living trust, Durable power of attorney, Prenuptial agreement., Health care proxy, Living will, Life insurance, Business succession plan.
Patent pending concept – Alert rules
We’ve developed a unique approach (patent pending) to keep tabs on your ability to access your account. It’s a concept called ‘alert rules’. Our system sends your clients a customized protocol of emails and/or text messages that require a response from them. If they don’t respond to three of our checks in a row, we’ll open their vault to their beneficiaries.
Security is our top priority
We take security seriously. Every transaction and piece of data in our vaults is locked with the strongest encryption available, and our programmers are always hard at work, studying the latest techniques and methods in online security.
Special capabilities on mobile
AfterVault mobile site allows your clients to take photos in the moment and store them straight in the vault. That’s not only useful for snapping that vacation shot of the family, but also for taking pictures of your insurance documents and bank details and entering them in the vault without typing.
On time support
AfterVault main priority is to deliver the best solution to your clients. You or your clients can always contact us via our chat if you need any help, information or support.
Request your demo
We can offer you exclusive discounts and personalized options.
Contact us today and we can discuss how we can help you and
your customers to get their affairs in order.