MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experiencePer seat
IronClad Family
Co-branded digital family vault and protection review (iVaultX) that advisors offer to client households
Miami, FL, USironcladfamily.comNot yet confirmed by the company
What it does
IronClad Family sells a digital vault, branded iVaultX, that advisors, estate planners and family offices can offer to client households under their own practice's brand. The pitch to advisors is a structured family protection review that adds value beyond portfolio management.
The vault stores account details, private keys, beneficiary designations, estate documents and final instructions using zero-knowledge encryption, with delivery to designated people on death or incapacity. Advisor plans add a gap-discovery dashboard that flags items such as stale beneficiaries, outdated estate documents, insurance shortfalls and undocumented digital assets, plus weekly advisor briefings, a 12-week client onboarding program, a codicil wizard for digital assets, and integrations with eMoney and Redtail.
IronClad Family is based in Miami, Florida. Published advisor pricing is $199 per month for up to 25 clients and $299 per month for up to 50 clients, with custom pricing above that.
Best for
- Serves
- RIAs, Family offices
Features
- Co-branded client vaults
- Planning gap discovery dashboard
- Zero-knowledge encrypted storage
- Digital asset codicil wizard
- Emergency release to designated contacts
- eMoney and Redtail integration
Pricing and deployment
- Pricing model
- Tiered
- Published pricing
- Growth $199/month (up to 25 clients); Pro $299/month (up to 50 clients); custom for 50+ clients or teams; 30-day money-back guarantee
- Deployment
- Cloud
Integrations
- eMoney
- Redtail
Coverage from The Daily Network
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