It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else.
But thankfully, Generational Vault – your virtual safety deposit box – is an easier way to keep track of all those vital documents.
Generational Vault’s engine has three dynamic parts:
- A secure portal for sharing and storing important documents
- Third-party daily investment and banking data
- Snapshots of financial assets and expenses, monthly newsletters, market commentaries and meeting alerts
Generational Vault never sleeps; it’s your 24-7-365 team of specialists working around the clock to protect your accounts!