[et_pb_section admin_label=”Section” fullwidth=”on” specialty=”off” background_image=”http://staging.moneyplanners.co.nz/wp-content/uploads/2016/07/Client-Vaullt-2000-x-1000.jpeg” transparent_background=”off” background_color=”rgba(65,52,42,0.35)” allow_player_pause=”off” inner_shadow=”off” parallax=”on” parallax_method=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” make_equal=”off” use_custom_gutter=”off”][et_pb_fullwidth_header admin_label=”Fullwidth Header” title=”The Moneyplanners Client Vault” background_layout=”dark” text_orientation=”center” header_fullscreen=”on” header_scroll_down=”off” parallax=”off” parallax_method=”off” content_orientation=”center” image_orientation=”center” custom_button_one=”off” button_one_letter_spacing=”0″ button_one_use_icon=”default” button_one_icon_placement=”right” button_one_on_hover=”on” button_one_letter_spacing_hover=”0″ custom_button_two=”off” button_two_letter_spacing=”0″ button_two_use_icon=”default” button_two_icon_placement=”right” button_two_on_hover=”on” button_two_letter_spacing_hover=”0″ title_font_color=”#c4b819″ title_font_size=”42px” background_overlay_color=”rgba(0,0,0,0.59)” subhead_font_color=”#ffffff” subhead_font_size=”24px” subhead=”Peace of mind solutions from the team at Moneyplanners”]

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Money Planners Client Vault

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Where do store all of your important documents?

Have you ever given thought to how your family would find all of the important information/documents if you weren’t around? Documents like wills, trusts, insurance policies etc. Or what happens if you are overseas and need access to the insurance policy in the filing cabinet in your office? And what about a copy of that fridge warranty – where did you file it?

The MoneyPlanners Vault is the answer
By providing a highly secure (bank level security with two-factor authentication options) cloud-based vault for ALL of your important documents and information with the ability to share with other family members and other professional advisers.

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Key Features

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The documents you store on the Moneyplanners vault are stored using the strongest available encryption. The Sharefile service we use for the vault is trusted by banks and other financial institutions around the world.

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Access important documents from any device including tablet and mobile devices. Great for overseas travel; store copies of your passport, travel insurance as well as important contact information on your vault and be able to access it from your mobile.

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We’ve got your back. You can access your vault from any computer with an internet connection. We can even wipe your vault data from any device if your device is permanently lost or stolen.

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Wills, trust documents, insurance policies, warranties, investment information, travel documents….store ALL of your important documents in one secure location. You can also store important weblinks/locations.

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No matter where you are in the world, you can get access to your most important documents – on your desktop, laptop, tablet or mobile phone.

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The service we use is also used by local and internation banks. It meets the highest data security standards anywhere in the world.

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Share (and remove) access to your vault at any time. You can share individual documents, folders or everything in your vault with your partners, family or other advisers.

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Pricing

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[et_pb_pricing_table featured=”off” title=”Money Planners Clients” subtitle=”For existing clients only” currency=”$” per=”Year” sum=”60″ header_font_select=”default” header_font=”||||” subheader_font_select=”default” subheader_font=”||||” currency_frequency_font_select=”default” currency_frequency_font=”||||” price_font_select=”default” price_font=”||||” body_font_select=”default” body_font=”||||” custom_button=”off” button_font_select=”default” button_font=”||||” button_use_icon=”default” button_icon_placement=”right” button_on_hover=”on”]All of the features listed on this page plus:
+Template folder structure which you can update
+Estate Planning Document Template
+50% discount on normal pricing while you remain a MoneyPlanners Client.
+We will populate your vault with important insurance, investment and mortgage documents that we have access to.
+Mobile App
+2-Factor Authentication Option[/et_pb_pricing_table][et_pb_pricing_table featured=”off” title=”Everyone Else” subtitle=”For others who are not clients” currency=”$” per=”Year” sum=”120″ header_font_select=”default” header_font=”||||” subheader_font_select=”default” subheader_font=”||||” currency_frequency_font_select=”default” currency_frequency_font=”||||” price_font_select=”default” price_font=”||||” body_font_select=”default” body_font=”||||” custom_button=”off” button_font_select=”default” button_font=”||||” button_use_icon=”default” button_icon_placement=”right” button_on_hover=”on”]Even if you are not currently a client of Money Planners, you can still subscribe to this service.
+Template folder structure which you can update
+Estate Planning Document Template
+50% discount on normal pricing while you remain a MoneyPlanners Client.
-We will populate your vault with important insurance, investment and mortgage documents that we have access to.
+Mobile App
+2-Factor Authentication Option[/et_pb_pricing_table]

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If you would like to know more about the Moneyplanners vault, get in touch today.

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