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Protect and Organize
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After you’ve enrolled your clients in WealthBook, it’s important to make sure their important content is organized and protected against fire, natural disaster, and theft. WealthBook’s eVault (or electronic vault) provides the answer to the long-standing problem of keeping estate, business, and personal content safe, organized, and accessible. |
Organize
Work with your clients to determine which estate-planning, business, and personal content to put into the WealthBook eVault. Suggested items to safeguard:
- estate plans
- wills
- investment/financial documents
- tax documents
- legal documents
- bank documents
- insurance policies
- birth certificates and health records
- stock certificates
- real-estate records
- video wills
- and any other financial, business, or personal information
Safeguard
It’s easy to upload important content to your client’s password-protected eVault, converting them to electronic format if necessary. All documents, images, videos, and other digital assets are stored in an encrypted format and are safe from fire, natural disaster, and theft. WealthBook’s eVault is protected by powerful technology. For more information on WealthBook’s commitment to privacy and security:
Control
As important content is uploaded, permissions can be set for each item. Access to any content stored within the eVault is strictly controlled by permissions assigned by your client, including who can access their electronic vault, upload content, view content, and more.
Access
Important content is now accessible to those who have the appropriate security clearance. Audit tracking provides a record of eVault activity. You and your clients can access their critical content whenever it’s needed from any secure Internet connection.
