Generational Vault

Digitally encrypted storage providing clients around the clock access to their financial life.

Explore Generational Vault

Generational Vault is a secure, cloud-based portal for your clients that documents every step of the planning process and gives them 24/7 access to their financial lives, allowing them to manage and organize their retirements.

Client Account Values

Now, your clients can easily view their portfolios to make sure their investments are doing what they are supposed to do.

Designed to provide a consolidated view of your clients’ investment values that can be automatically updated on a daily basis with charts and graphs depicting results.

Clients also have the ability to enter held-away accounts, allowing them – and you ‒ to have a better picture of their overall financial situation in the Generational Vault.

Financial Reporting

Collecting and updating consumer financial information is important, but displaying it in an easy-to-read manner can be challenging.

Using Virtual Advisor and the Generational Vault, you can print, download and save information. Unique reports display financial information in a format depending on what you or your client is looking for.


Invested premium

Account balances

Financial reports

Withdrawals

Tax status

And much more...

Online Vaulting and Storage

Your clients' online organizational center

Generational Vault was designed to serve as a 24/7 online filing cabinet to help your clients organize personal documents and financial statements. You can load information into the client vault as well as the client where they can always access their most important information — all they need is internet access.


  24/7 client access

  Unlimited storage

  Multimedia file support

   2048-bit encryption

  Quick file preview

   Responsive design