A secure digital vault to organize your financial accounts, property and documents for your family
End Financial Arguments with Mutual Consent
Stage
Not given
Not given
Founded
Not given
Not given
Based in
GB
CY
Pricing model
Paid
Free
Pricing
Monthly membership: £4.00 GBP per month. Annual membership: £39.00 GBP per year. Both plans include unlimited accounts and nominees, document storage, check-ins, and controlled release. 14-day free trial available with no card required.
Not given
Key features
Secure encrypted wealth inventory
Automated wellbeing check-ins
Primary Nominee legacy hand-over
Non-custodial asset tracking
AES-256 encryption at rest and TLS encryption in transit
Two-Factor Authentication for account security
UK-hosted data on Google Cloud infrastructure
Family Account linking for household transparency
Multi-step inactivity verification process
Mutual consent requirement for all shared transactions
Multiple independent ledgers with same person
Global currency support
Offline functionality with auto-sync
Real-time financial pyramid display
Excel export for ledgers
Device session management
Private personal expense tracking
Verified user authentication
Enterprise-grade encryption
What makes it different
Non-custodial vault means we never access your money or store your passwords
Proactive monitoring through smart inactivity alerts unlike reactive financial tools
All data encrypted and stored exclusively in the UK
Only app requiring mutual consent for shared transactions
SuccessionKeeper
DueTrace