Managing your financial life often involves important documents, account information, estate planning records, insurance policies, and ongoing financial updates.
Generational Vault gives clients a secure portal to organize, access, and maintain important financial information under one centralized login.
Generational Vault may include:
• Secure document storage
• Access to financial plans and reports
• Account and asset summaries
• Estate planning document storage
• Insurance and beneficiary organization
Our goal is to help clients create greater organization, accessibility, and clarity around their overall financial picture.
Whether you are reviewing your plan, accessing important documents, or coordinating with family members and trusted professionals, Generational Vault helps keep everything organized in one secure location.
Connect with our team to learn more about accessing and utilizing Generational Vault as part of your financial planning experience.
Access to Generational Vault may vary based on client relationship and available integrations. Clients should safeguard login credentials and maintain secure access practices.
We wanted to give you a heads-up about an exciting change coming to Generational Vault®, the secure platform you use to store and organize what matters most to your family.
We’re rolling out Generational Vault 2.0, a redesigned experience that’s built to make it easier to organize, protect, and pass on your important documents and information. As part of this upgrade, you’ll set up a new login for the improved platform.
As always, the security of your information is a top priority, and this update is part of our commitment to keeping your family’s most important documents safe and accessible.