SecureTheFile introduces new digital tools to help clients securely organise, store and share their most important life information
SecureTheFile has been designed and launched to help clients to securely organise, store and share their most important life documents and information.
It can be particularly useful during major life events and emergencies such as fire, theft and death. Through a combination of a personalised guidance engine, with interactive tools, resources and content, and an intuitively organised digital vault, SecureTheFile helps clients to organise all the most important details about their life and legacy in one secure and accessible place.
The estate and end-of-life planning world still both primarily rely on paper documents and filing cabinets. SecureTheFile is a dedicated digital solution to help clients effectively prepare, organise and share life information with loved ones and trusted advisers. Advisers can store a client’s financial information such as a wealth management report and insurance information as well as their Will.
Clients are also able to upload other personal information such as funeral preferences and wishes for pets. At the Intergenerational transfer point documentation is then easily and readily available in order for Client affairs to be managed quickly and efficiently.
The SecureTheFile platform includes six libraries of information, broken into numerous subsections, all of which are easily accessible both by the adviser and the client:
- About Me: Personal Information, Vital Documents, Travel Information, Emergency Contacts, Digital Worlds, Medical Information
- Personal Finances: Financial Accounts, Loans, Bill Payments, Financial Assets, Benefits
- Financial Advice: Wealth Management Reports, Pension Policies, Protection Policies, Inheritance and Estate Planning, ISA and Savings, Trusts
- Solicitor: Solicitor Information, Will, Living Will, Power of Attorney, Marriage and Divorce, Executors, Mortgage Lender, Title Deeds, Shareholder Certificates, Trusts, Litigation
- Accountant: Tax Return, Tax Coding, Annual Accounts, P60, P45, CIS Record, UTR Record
- Property and Vehicles: Vehicles, Property, Appliances and Warranties
Clients are able to delegate ‘Nominees’, such as their solicitor or accountant, family members or executors of their Will. The information is controlled by the client and they decide as to who this information is shared with and how much information is shared (clients are able to share entire libraries or individual folders). Access can be granted or revoked at any time and specific written instructions can be included.
SecureTheFile is available exclusively through professional advisers, with firms having the ability to license the product or charge their clients for the service. Each advisory firm account can be co-branded with the organisation’s logo and title.
The platform has multiple benefits for professional advisers, and in particular financial advisers. It provides an intuitive and user-friendly solution for both the adviser and the client, enabling advisers to tackle an array of challenges such as GDPR compliance to intergenerational planning. It also provides the adviser with a substantial high-quality, value-add service to their advice offering.
Josif Grace, Founder and CEO, SecureTheFile commented: “We recognise that intergenerational planning is a big issue for advisors as they seek to retain clients at the transfer point. SecureTheFile will enable Professional Advisors to have deeper and more meaningful relationships with their clients and their families. It will allow advisors to have fully understand their clients wishes and be able to influence and adapt to them. We look forward to working with the advisor community to enhance their retention of clients at critical life events”