Keeping all your important documents in one easily accessible place
Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place that is easily accessible anytime, anywhere.
Generational Vault is a virtual “safety deposit box” for you to upload important documents and view financial information. It comprises three dynamic components: securing a portal to pass and store confidential financial documents, reviewing daily investment values, and examining snapshots of financial assets and expenses so you can see your full financial position.
Easily view your whole portfolio to make sure your investments are doing what they are supposed to do. Additionally, this tool will help you make decisions about budgeting and investing to achieve financial success.
Viewable 24 hours a day and seven days a week – you always have access to your most important information. All you need is internet access.
All data is secured with an SSL Certificate that uses a 2048-bit public encryption key, one of the strongest available.
Schedule a Complimentary Meeting
Let Generational Vault help you organize and safeguard your most important documents. Contact us here to get started.