24-hour client access to their financial life

Generational Vault is a virtual “safety deposit box” for your clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to pass and store confidential financial documents, daily investment and banking values powered by third-party vendor By All Accounts as well as snapshots of financial assets and expenses for your clients to view their full financial position, and client corner featuring a welcome video, monthly newsletters, market commentary and meeting alerts. Generational Vault features your company branding and is available from your website 24/7. All data is secured with an SSL Certificate that uses a 2048-bit public encryption key, one of the strongest available, and adheres to compliance and regulatory requirements. Generational Vault is the fourth phase* in the powerful KonnexME platform, as it allows your clients to manage their financial position from one location on your website.