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Holistic Advising, Made Simple

Stand out by offering more than investment help. Our secure platform lets you organize your clients’ insurance, legal, and financial assets in one place—so you protect their future, strengthen relationships, and become their first call in every life moment.

 

 

 

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An award-winning platform for holistic advisors, that secures all client assets—not just investments—ensuring smooth wealth transfer and positioning you as the trusted advisor through every life stage.
 
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Enable Holistic Conversations with Clients

 

Financial tools supporting iVaultx IronClad Family Crypto

 

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Elevate Your Offering

 

 

A perfect companion to:

  • eMoney
  • Envestnet
  • RightCapital
  • AssetMap
  • MorningStar
  • G2Deals
  • And Others!

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Crypto Assets

 

Protect access to:

  • Crypto Wallet URL's
  • Access information
  • Recovery keys
  • Private keys
  • NFT's
  • Custodians

 

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Ipad financial accounts

 

 

bank accounts icon in color navy blue with pure white background Financial Accounts

 

Itemize other finances:

  • Assets & Liabilities
  • Bank accounts and credit cards
  • Login information to online accounts
  • Special instructions

 

codicil and online will icon in color navy blue with pure white background Codicil/ Online Will

 

Legal Wizards Included: 

  • Codicil wizard for digital assets
  • Online Will wizard
  • Upload Living Will, Trust & Power of Attorney

 

 

 

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mail delivery icon in navy blue color with pure white backgroundGenerational Asset Transfer

 

Delivery of asset information to loved ones:
  • Assign different recipients for different vaults that can include different asset information
  • Designate who and when that information gets delivered
  • Options to deliver vaults based on date, manually or in case of an emergency such as death or incapacitation

 

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End of Life Planning

 

End of Life Planner Included:

  • Provides a simple, step-by-step guide to record all final wishes
  • Ensures important details are organized and easy to follow
  • Grants secure access to designated individuals, even if you’re not there

 

 

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checklist of what to protect

 

 

family security icon in navy blue color with pure white background Protect Everything

 

Protect other assets:

  • Legal, insurance, health, social media and funeral wishes all protected.
  • Centralized access to the client's assets information from anywhere
  • Unlimited encrypted vaults

zero knowledge encryption icon in navy blue color with pure white background Enhanced Security

 

 

We use zero knowledge encryption algorithms:

  • Even we cannot see what's stored in the vaults, neither can any 3rd party
  • Each client has their own encryption preventing mass hacking if one client is compromised

 

 

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We're Helping Advisors Make the Transition to Holistic Advising

 

Download our Holistic Adviser Guide to elevate your advisory approach and position yourself as the go-to expert in financial planning. Plus, access our Essential Documents Checklist, which is customizable with your business logo. This checklist not only helps your clients organize their vital records but also reinforces your role as a proactive, client-focused advisor. Stand out in every meeting, add real value to your services, and build stronger client trust—all for free!

Protect

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Build Trust Across Generations

Holistic advisors don’t just manage money—they build lasting relationships. By helping clients organize and protect all their vital documents, you position yourself as the go-to advisor for their entire family, from aging parents to future heirs.

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Stay Connected, Stay Top of Mind

With alerts for vault updates and family protection changes, you’ll always know when to check in. This keeps your advice relevant and shows clients—and their families—that you’re actively engaged, not just reactive.

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Outpace the Competition

Most advisors offer the same financial tools. You offer peace of mind. Digital family protection sets you apart as the advisor who plans beyond portfolios—earning trust faster and staying embedded in your clients’ lives for the long run.

BONUS - Your Brand in Your Clients' Wallets

$450,000,000 Loss

 

Stefan Thomas agreed to be paid for a job in Bitcoin. Bitcoin was worth about $1 each then and he was paid 7002 bitcoins. He put them in a wallet called “IronKey” and wrote the password on a piece of paper. Unfortunately, he later lost the paper! Over the years, he forgot the password, and IronKey allows you to mistype the password 10 times before it locks the wallet forever. At this time, those 7002 bitcoins are worth just shy of $450 Million Dollars, but since he can’t remember the password, it is all lost. It’s just gone!

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In addition to protecting their assets, your clients will get valuable emergency wallet cards. These are essential emergency contacts and durable business cards featuring your details, ensuring your clients will cherish and keep them.

Limited-Time Offer

Receive 100 personalized trifold brochures that highlight the complimentary benefits for your clients included with your service.

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Offer Clients Holistic Protection of ALL Assets!

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As a trusted advisor, I offer the IronClad Family service to my clients to protect their investments and build a relationship between myself and their family."

Mikkel Thorup
Financial Advisor | Expat Money

PARTER WITH A CYBER SECURITY TECH COMPANY!

With Our Patented Zero-Knowledge Encryption, Not all Encryptions are Equal! 
Unlike cloud storage, we cannot read client data on the backend. 
 Our site is security scanned daily to ensure your information is protected. 
Trust Guard Security Scanned
 Our site is security scanned daily to ensure your information is protected. 

Frequently Asked Questions

What is IronClad Family’s approach to supporting advisors?

ronClad Family empowers financial advisors by championing a holistic advising model that goes beyond numbers, helping you better serve your clients by aligning financial strategies with their values, goals, and long-term vision.

How does holistic advising enhance my client relationships?

Holistic advising helps you build deeper, more meaningful connections by addressing your clients’ full financial picture, including their family dynamics, aspirations, and life events. This approach fosters trust and long-term loyalty.

Why is IronClad Family an ideal partner for financial advisors?

We are highly regarded by Securian Financial for our comprehensive support of holistic advising. By partnering with IronClad Family, you gain access to tools, resources, and expertise that enable you to deliver more impactful, client-centered solutions.

How can holistic advising differentiate me from other advisors?

By adopting a holistic approach, you stand out by offering a more personalized and impactful client experience. Clients increasingly value advisors who understand their broader goals, family needs, and long-term aspirations.

Does holistic advising work for all types of clients?

Yes! Holistic advising is effective for clients across all income levels and life stages. Whether your clients are focused on building wealth, protecting their legacy, or planning for retirement, this approach ensures their financial strategies are aligned with their unique needs.

How do I get started with IronClad Family?

We make it easy to start. Schedule a consultation to discuss how IronClad Family can enhance your advising practice and help you deliver holistic, results-driven solutions to your clients.