Introducing OneSecurePlan

The digital asset vault platform for banks, credit unions, wealth managers, investment advisors, insurance firms, FinTech and other enterprises.

Provides a secure client experience to bring order out of chaos with an organized solution for everything important to them and their loved ones:

Wills

Trusts

Life insurance

Financial documents

Digital accounts

Asset information

Family records

Pet documents

Crypto credentials

And so much more…

Change the way you work with clients

To remain competitive wealth managers and financial advisors must rethink traditional service models and provide greater value to their more digitally aware clients.

White labeled digital framework provides branding to match your website

Uncover new assets and spot gaps in your clients planning

Create multi-generational business relationships

 

Become indispensible

 

Contact us to find out how your company can create customers for life