An innovative, secure cloud based storage and sharing platform which provides a communication and collaboration tool for businesses and individuals. Uniquely for the clients of the businesses, it provides them with an area to store personal documents and memorabilia for their private use.
My Wealth Cloud provides your business with a client portal that also allows you to communicate and collaborate securely with employees and other key stakeholders. Each user account features a private area in which they can store and share personal documents securely.
A lifetime’s paperwork in the palm of your hand.
Securely store and easily access your personal information wherever you are. Keep priceless memorabilia safe for future generations, speed up probate and enable beneficiaries to receive their full inheritance.
Store information securely for convenient retrieval.
Share documents and other information at the touch of a button.
Work together on projects and deals in dedicated workspaces.
Click here for more information
For an advisory business like ours, My Wealth Cloud presents a unique change to open up an innovative communication channel with clientsMark Howlett, Broadstone CEO