Strategic Partners
Why You Should Use MyPersonalVault™
MyPersonalVault removes the fear and doubt of preserving your vital documents and data. Everything is in one extremely safe place - ready for you to access anytime. It offers priceless protection against natural disasters, unintentional loss, hackers and system crashes.
It's your own personal electronic safety deposit box featuring drawers and files for you to customize and organize. For about the cost of an average safety deposit box at your local bank, you can store, view and share documents and data from your home or office.
My Money Manager:
This free and easy to use tool features a dashboard that automatically gathers data for your financial accounts, including savings, checking, credit cards, mortgages and personal loans, providing you with an accurate and up-to-date view of your finances. My Money Manager eliminates the need of checking multiple online banking sites and remembering different username/password combinations by showing you the ‘big picture’ in one convenient place. It categorizes and charts all of your finances so you can easily keep track of your income, spending, savings and budget goals. My Money Manager goes beyond providing financial analysis tools by also providing personalized money saving advice and recommendations. It also sends you time-critical alerts via email or text message to notify about low balances, available credit, large transactions or budget limits to help you avoid any unpleasant financial surprises and protect your credit rating.
Who should use MyPersonalVault?
- Caretakers of the aged or infirmed for Emergency and other data
- College Students starting out for grades and work
- Newly Weds and Parents for Children
- Lawyers for Client’s wills and leases
- Investment Advisors for Clients
- Retired Members organizing their life
- Insurance Agents for customer policies
- Employers and Employees for HR docs
And EVERYONE Else who wants to be organized!
Easily Manage
- Medical records and prescriptions
- Bank account and credit card records
- Emergency contact information
- Insurance policies
- Home and auto files
- Wills, trusts, powers of attorney
- Education records, certificates and continuing education
- Photos and other digital media
You can even authorize documents to be faxed or emailed from service providers.
Benefits
- You're in charge of your own information - all in one place
- You can store information in multiple data formats (voicemail; email; electronic files like excel, PowerPoint, Word, PDF, etc.) and use our internal search tool to help you find and manage you information.
- Documents and data are completely secure in an off-site repository
- It's easy to use, access and share information with intuitive filing and "learning" capabilities
- You can quickly transfer historical information to new home and auto buyers, brokerages, insurance companies, medical providers and others
- You can enjoy better healthcare through personal management of HSAs, HRAs and more
- Customer support is available by phone and online