Advisor Inspired Technology to Help:
√ Differentiate Yourself from the Competition
√ Drive More Revenue with More Client Acquisitions
√ Collaborate Effectively with Your Clients
√ Provide More Financial & Estate Planning Options
What is LegacyArmour?
LegacyArmour is an all-in-one life monitoring, wealth management, and estate planning platform designed so advisors can collaborate with their clients, then have their client information released to beneficiaries if something happens to them
All the Estate Planning tools needed to give your clients the peace of mind they need, then make their wishes known to their loved ones securely and easily
Automated Delivery of the information stored in the LegacyArmour vaults to designated recipients based on a date, death, or incapacitation
Why use LegacyArmour?
Wealth Advisors can now advise their senior clients to designate beneficiaries using the LegacyArmour life monitoring service
Ensure that individual and business succession documents are available for your client to release to the right people at the right time
LegacyArmour client dashboard promotes real time collaboration with clients. When information is delivered to their beneficiaries, they are advised to contact you
Security & Privacy
Each vault is assigned passphrases specific to the information owner and their recipients so that 3rd parties cannot decrypt that information
How it Works
Features of LegacyArmour
- Financial and estate planning tools included
- Integrated malware scan before uploads
- Encrypted vaults cannot be decrypted by a 3rd party
- Automatic delivery of documents to designated recipients
- Personalized messages for each recipient
- Custom vault passphrase for each recipient to protect data when it is delivered
- Delivery based on date, death, or incapacitation
- Annual reminders to keep recipient information up-to-date
- Instructions for website credentials and social media accounts
We encrypt your client files with customized encryption keys so that only you, your client and their recipients can decrypt that information
Most sites that claim to encrypt files only do it after they are uploaded
Why does that make a difference?
Because if files are encrypted after uploading, that means that any hacker could intercept your files as they were being uploadedRead more about security here!