Comprehensive Security That’s Easy to Use
Security is the foundation of WealthBook, and protecting your information and your privacy is our highest priority. Our eVault helps you organize your personal, estate-related, and business content and protects it from fire, natural disasters, and theft.
Industry best-practices ensure your security
Multiple-layer firewalls, a SAS 70 Type II Data Center, 128-bit secure socket layer encryption, and a number of other leading technologies and security practices ensure the safety of your data. We are vigilant in our protection of your data.
Financial information: you can look, but you can’t touch
WealthBook is non-transactional, which means that your data is “read-only.” Your data is available to you and your trusted professional advisors for the purpose of making wealth management and estate planning more efficient. However, funds cannot be moved from your account.
You control your content at all times
In WealthBook, your data always remains yours and under your control. Access to any item stored within the WealthBook eVault can be controlled with permission-based security settings.
More Information:
Read eVault FAQs, including:
- How do I know my information will be secure?
- Is there a risk of anyone stealing my money?
- What is an SAS 70 Type II Data Center?
- What can I store in the WealthBook eVault?
- Is my stored content backed up?