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Holistic Advising Made Simple

Lead with more value beyond investment advice. Protect what matters most by organizing ALL client assets in one secure place while building lasting relationships that set you apart.

 

 

 

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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!

 

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

 

 

Ipad financial accounts

 

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Crypto Assets

 

Protect access to:

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

 

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

 

 

 

Codicile to LWAT copy

 

 

 

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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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Download Your Free Holistic Advisor Guide & Case Study

 

We're helping advisors make the transition to Holistic Advising to elevate your advisory approach and position yourself as the go-to expert in financial planning. Stand out in every meeting, add real value to your services, and build stronger client trust.

Be the One Advisor They Actually Need

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Build Trust Across Generations

Earn lasting trust by protecting family documents—building bonds with clients today and their heirs tomorrow.

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Stay Connected, Stay Top of Mind

Stay proactive with alerts for vault updates—showing clients and their families you’re engaged, not just reactive.

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Outpace the Competition

Most advisors manage money. You protect families—earning lasting trust and standing apart as the advisor they rely on for life.

$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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Flexible Plans to Fit Your Needs

Join 500,000+ customers around the world who trust IronClad Family

Cancel Anytime. No Hidden Fees. Only Peace of Mind.

$189 per client

Pay As You Go

Schedule Consult
Gift to each client for one year
Collaborate with the client to organize documents such as financial, personal, legal and health
Display your business contact info on the client portal and "Contact My Advisor" button for one year
Get notified in case of an emergency for one year
Unlimited Family Vaults
Unlimited file uploads
Delivery of vital docs to recipients (including yourself) based on date, death/incapacitation or manual
Zero Knowledge Encryption
Online will & codicil planners
Funeral planner
Emergency wallet cards

Most Popular

$199 per month

Growth Holistic Advisor

Schedule Consult
Up to 25 clients
Sponsor clients for as long as desired
Collaborate with each client to organize vital documents such as financial, personal, legal and health
Display your business contact info on the client portal and
Get notified for each client in case something changes or in case of an emergency
Unlimited Vaults
Unlimited file uploads
Delivery of vital docs to recipients (including yourself) based on date, death/incapacitation or manual
Zero Knowledge Encryption
Online will & codicil planners
Funeral planner
Branded emergency wallet cards
$299 per month

Pro
Holistic Advisor

Schedule Consult
Up to 50 clients
Sponsor clients for as long as desired
Collaborate with each client to organize vital documents such as financial, personal, legal and health
Display your business contact info on the client portal and "Contact My Advisor" button
Get notified for each client in case something changes or in case of an emergency
Unlimited Vaults
Unlimited file uploads
Delivery of vital docs to recipients (including yourself) based on date, death/incapacitation or manual
Zero Knowledge Encryption
Online will & codicil planners
Funeral planner
Branded emergency wallet cards
Custom Flexible pricing

VIP Agency

Contact Sales
Multiple Advisors or 50+ clients per advisor
Everything in the Holistic Advisor plans
Personalized training & onboarding for each advisor
Option to white label

BONUS - Your Brand in Your Clients' Wallets

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special offer

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.

30 -Day Money Back Guarantee

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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.