Asset management, funds & family offices
Sealing the secure transmission of a lifetime
The need
Digital succession vault, secured transmission
When the unexpected occurs, critical information is often inaccessible, dispersed or lost, putting heirs and loved ones in a painful and complex situation.
Know-how mobilised
- Concept development
- Feasibility study
- Legal & regulatory framework
- Business plan
- Brand & identity
- Privacy & data protection architecture
- Experience design
- Technical development
- Notarial & financial partnership strategy
Project scope
Centralises and transmits, at the right moment and to the right people, the sensitive information a person wishes to pass on: financial accounts, access credentials, legal documents and personal messages. End-to-end encryption, multi-party access control, conditional execution.
- Encrypted digital vault
- Designated recipients & role management
- Conditional release trigger
- Multi-party validation workflow
- Personal message capsules
- Legal document repository
- Immutable audit log
- Coverage Switzerland and Europe
Target audience
Individuals, families, notaries, private banking advisors
Sectors where it transposes
Private banking & wealth management, Notarial networks, Life insurance, Legal services, Family offices.
Know-how for your project