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Attract Clients with a Distinctive Service Designed to Safeguard Everything They Value

Supercharge client file sharing while protecting all their assets—financial, crypto, insurance, legal, and personal—from theft, cyber threats or even unexpected life events.

 

 

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Differentiate Yourself From Other Financial Advisors

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AS A FINANCIAL ADVISOR, a main differentiator is when your service extends beyond offering financial planning advice; it includes safeguarding clients' assets long after you've helped them build their investment portfolio. Advisors who embrace innovative technologies to provide this protection stand out in a crowded marketplace.

Gerald cotton

$190,000,000 Loss

 

Gerald Cotton, CEO of Quadriga Fintech passed away unexpectedly when he was only 30 years old, and he took the crypto currency access codes for the $190 Million Dollars of investor’s money with him. Investor’s trusted Quadriga to invest their money in Crypto Currency, but they didn’t investigate how those investments were being protected. Gerald Cotton didn’t trust others, so he kept all of the crypto wallet access codes to himself. When he died, access to all of the crypto investments became locked and inaccessible forever. Investors in Quadriga didn’t just lose some of their investment. They lost all of it. Instantly!

$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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Our Technology is a Must Have Addition to Your Financial Toolbox

 

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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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

 

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End of Life Planning

 

End of Life Planner Included:

Our guide provides a straightforward and thorough way to document every one of their final wishes, ensuring they're accessible to chosen individuals, even in your absence.

 

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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

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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iVault Logo
A robust security platform designed to safeguard your clients' wealth by encrypting access information to ALL financial accounts within fortified digital vaults, scheduled for delivery to designated recipients when necessary, yet readily accessible on demand from any location.
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  • You get your own client dashboard to offer each client extra protection for their finances.
  • Set them up with your products prior to your meeting with them.
  • Your business brand will be displayed in front of your clients even after they leave.
  • Notifications if anything changes so you have informed conversations w/ them.
  • Build relationship with their next generation over the years due to asset transference.
  • Join our Advisor referral network without any referral fees.
  • Tiered pricing as you grow your business.

What separates you from other financial advisors?

Our Platform - Your

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Strengthen Client Relationships

You’ve already helped your clients create and build their legacies. Extend their journey with you by helping them secure, centralize and manage important assets.

Communicate More Effectively

Communicate More Effectively

You’ll be notified whenever clients make changes to their digital vaults or family protection plans, enabling proactive communication about what’s most important to them.

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Set Your Business Apart

Your competitors offer the same services you do. Digital family protection adds a differentiated value that only YOU can provide, helping you close new business faster.

Your Brand in Your Clients' Wallets

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

WE ARE SERIOUS ABOUT THEIR SECURITY!

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 Our site is security scanned daily to ensure your information is protected. 

Offer Clients Centralized 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

Limited-Time Offer

 WE'RE INVESTED IN YOUR SUCCESS!

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

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