Document Vault & Data Rooms

Every document secured; outside access on your terms

A categorized, org-isolated document vault with OCR-assisted capture — plus scoped data rooms for time-limited, audited external sharing.

How it works

The Document Vault stores every family document — deeds, certificates, policies, filings — categorized, linked to the records they belong to, and isolated per client in secure object storage.

Scan Document uses OCR-assisted extraction to pre-fill record fields from an uploaded document, turning a photo of a passport or policy into a structured record in seconds.

Data Rooms handle the moments when outsiders need access: a scoped set of documents shared with a guest under time-limited grants, with every access logged. Guests see the data room and nothing else.

Capabilities

Secure vault
Org-isolated storage with categories and record linkage.
OCR-assisted capture
Scan a document and get a pre-filled record to review.
Scoped data rooms
Curated document sets for external parties.
Time-limited guest grants
Access expires automatically; every view is logged.
Expiry tracking
Document expiry dates feed the alerts engine.

More features

Dashboard & Net Worth — A live, multi-currency net-worth dashboard with compliance score, estate readiness and the items that need attention today.
Family Directory & Tree — Rich member profiles, an interactive multi-generational family tree and a formal Family Council with meetings, resolutions and action items.
Personal Records — Passports, visas, residencies, citizenships, tax residencies, medical, education and employment records for every member — with expiry tracking.
Finances & Wealth — Bank accounts, cards, brokerage and investment portfolios, loans, digital assets and cash — plus cash-flow projection and structured valuation reviews.
Real Estate — Properties with tenants, rental income, mortgages, maintenance, utilities, compliance documents, financing, insurance and valuations — a complete suite per property.
Vehicles — The family fleet with registration records, insurance policies and complete service and maintenance histories per vehicle.
Entities & Trusts — The corporate side of the family: registrations, stakeholders, share classes, board governance, statutory filings, licenses and an interactive org structure.
Legal & Incidents — Legal matters and counsel contacts alongside an incident log and event register, so the record is complete when it matters.
Compliance & Tax — Compliance obligations with renewal tracking, a tax document vault, filing calendars per jurisdiction and an engine that derives who must file where.
Estate Planning — Estate plans and beneficiary designations per member, with a readiness score that shows exactly who is covered and who is exposed.
Insurance & Coverage — Personal, property, vehicle and company insurance in one view — with a coverage-gap analysis that shows what is uninsured or underinsured.
Tasks, Alerts & Approvals — Tasks with owners and due dates, reusable templates, an approvals chain and a rule-driven alerts engine watching every expiry and deadline.
Document Vault & Data Rooms — A categorized, org-isolated document vault with OCR-assisted capture — plus scoped data rooms for time-limited, audited external sharing.
Readiness & Reporting — A 147-item readiness framework scored across 12 pillars, a document checklist, gap register and exportable reports.
Family Life — A shared family calendar, travel records, subscriptions and memberships, and a knowledge base that preserves what the family knows.
Staff & Advisors — Staff records with leave tracking and an advisor directory covering wealth managers, lawyers, accountants and consultants.
Security & Access Control — Role-based access across 13 roles, app-enforced 2FA with passkeys, full client isolation and an audit log of every change.

Document Vault & Data Rooms

How it works

Capabilities

Secure vault

OCR-assisted capture

Scoped data rooms

Time-limited guest grants

Expiry tracking