SFV Pro · For advisors
A vault you can actually distribute.
Send your clients a free, encrypted estate-planning vault. Pin your contact card inside. Request the documents you need. Manage your client list from a single dashboard. No per-seat fees, no SaaS lock-in, no plaintext data store you have to defend.
Why advisors use SFV Pro
Built for the way you actually work with clients.
Free to distribute
Send a link, your client opens a vault. No per-seat fee. No platform tax. No 'starter pack' you outgrow.
Zero-custody by design
You can't see what your client doesn't share. Compliance-friendly: there's no plaintext data store of client information you have to protect.
Document requests, structured
Send grouped requests with blocking vs nice-to-have flags, due dates, and templates you reuse across clients. Track what was uploaded.
You own the relationship
Your contact card lives in their vault. Your scheduling link, photo, firm info — pinned. They reach you, not us.
Async messaging built in
Leave annotations on documents, send messages, request updates. Real-time chat ships in the Collaboration tier when you need it.
Industry agnostic
Works for financial advisors, attorneys, accountants, insurance brokers, real estate, mortgage — anyone managing client documents and assets.
How it works
Onboard a client in minutes.
Set up your advisor profile
Name, firm, contact card, scheduling link. Your branding lives next to ours in your client vaults.
Send a vault invite
Email, SMS, or QR code. Your client clicks, follows the guided onboarding, and lands with a vault you can already see.
Request what you need
Use a template (W-2, 1040, trust documents, beneficiary forms) or build a custom request. Group items so the client knows what blocks the meeting.
Review, annotate, advise
Documents land in your dashboard. Comment, request changes, schedule the next check-in. Real-time chat in the Collaboration tier when you need synchronous discussion.
For your compliance team
A platform you can defend in an audit.
Because client vaults are encrypted on the client's device with keys we never see, there is no central plaintext data store of client PII or financial information for our infrastructure to leak. The data your client puts in their vault stays under their control — same as if they kept it in a personal safe.
That changes the conversation with your compliance officer. The questions are no longer "where do you store this and how is it protected" — they're "did we ask the client for what we need, and did the client share it back."
Try it with one client.
Sign up, set up your advisor profile, and send one client a vault invite. If it doesn't fit your workflow, you've spent fifteen minutes. If it does, you have a new way to organize the rest of your book.