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Elevate Your Offering
A perfect companion to:
- eMoney
- Envestnet
- RightCapital
- AssetMap
- MorningStar
- G2Deals
- And Others!
Financial Accounts
Help them organize their finances:
- Assets & Liabilities
- Bank accounts and credit cards
- Login information to online accounts
- Special instructions
Crypto Assets
Protect access to:
- Crypto Wallet URL's
- Access information
- Recovery keys
- Private keys
- NFT's
- Custodians
Codicil/ Online Will
Give your clients powerful estate planning tools:
- Codicil wizard for digital assets
- Online Will wizard
- Upload Living Will, Trust & Power of Attorney
Generational Asset Transfer
Each vault is sent to assigned recipients with a personalized message:
- Act as the main contact for vital information during emergencies
- Add family recipients and choose how and when vaults are delivered
- Delivery options by date, manually, or in case of an emergency.
End of Life Planning
End-of-life planner included:
- Provides a simple, step-by-step guide to record all final wishes
- Ensures important details are organized and easy to follow
- Grants secure access to designated individuals, even if you’re not there
Protect Everything
Holistic view of everything they care about:
- Legal, insurance, health, social media, and funeral wishes all protected.
- Centralized access to the client's assets information from anywhere
- Unlimited encrypted vaults
Enhanced Security
We use zero knowledge encryption algorithms:
- Even we cannot see what's stored in the vaults, neither can any 3rd party
- Each client has their own encryption preventing mass hacking if one client is compromised
Our platform is fully aligned with RUFADAA (the Revised Uniform Fiduciary Access to Digital Assets Act), ensuring your clients' digital wishes are both secure and legally accessible when it matters most.
Here’s how iVaultx simplifies holistic protection and RUFADAA compliance:
✅ Codicil Feature: Clients can upload and update a secure, time-stamped codicil that explicitly grants digital access rights—making their intentions crystal clear under RUFADAA.
🔐 Zero-Knowledge Encryption: Even we can’t access the contents, meaning privacy for the client and reduced liability for you.
📂 Emergency Triggers: Vaults release to designated recipients only when conditions are met, with full audit trails for legal clarity.
📜 No Legal Rewrite Needed: By embedding access rights in the vault, advisors help clients comply with RUFADAA without needing to revise their will or trust documents.
The result? Holistic protection that checks every legal box—without added friction, liability, or cost.
IronClad Family revolutionized how we manage client assets. We’re fully RUFADAA-compliant, saving hours weekly, and our clients trust us to protect their legacy." — Sarah T., Financial Advisor, Horizon Wealth Management
Build Trust Across Generations
Position yourself as the trusted link for future asset transfers—connecting with clients now and their heirs for the future.
Stay Connected, Stay Top of Mind
Stay proactive with alerts for any life event updates—showing clients and their families you’re engaged, not just reactive.
Outpace the Competition
Most advisors manage money. You protect the full picture—earning lifelong trust as the advisor families count on.
As a trusted advisor, I offer the IronClad Family service to my clients to protect their investments and build a relationship between myself and their family."
Mikkel Thorup
Financial Advisor | Expat Money
