For Financial Advisors
Secure onboarding
for wealth management
Collect sensitive client documents securely, streamline onboarding with checklists, and maintain an exam-ready audit trail. All through a portal your clients will actually use.
The problem
Client onboarding involves some of the most sensitive documents your clients will ever share.
Sensitive docs via email
Clients email portfolio statements, tax returns, and trust documents to get started. These contain SSNs, account numbers, and net worth data. All in plaintext.
Scattered onboarding
New client onboarding requires collecting multiple documents across multiple emails. No single place to track what's been received and what's still outstanding.
No exam-ready audit trail
When the SEC or FINRA examiner asks how client documents were handled, you need more than "we used email." You need timestamps, access logs, and proof of secure handling.
Complex portals confuse clients
Heavyweight client portals require accounts, passwords, and apps. Your high-net-worth clients didn't build wealth by being patient with bad software.
How DeadVault solves it
Purpose-built for the document collection and delivery patterns financial advisors use daily.
Secure document collection
Send a single link. Clients upload portfolio statements, tax returns, and trust documents through an encrypted portal. No accounts, no apps, no friction.
Structured onboarding drops
Create drops with checklists of required documents. Clients see exactly what's needed. You see what's been received. All in one place.
Exam-ready compliance trail
Every document upload, download, and access is logged with timestamps, IPs, and user agents. Export the trail for SEC/FINRA examinations.
Dead-simple client experience
One link, no account, optional PIN. Your clients click, upload, done. The portal carries your firm's branding so it feels professional and trustworthy.
The workflow
Create onboarding drop
Set up a branded drop with a document checklist for your new client relationship.
Client uploads documents
Client receives a secure link and uploads required documents. No account or app needed.
Review & deliver
Review documents, prepare proposals or agreements, and upload deliverables, optionally behind a payment gate.
Automatic cleanup
After onboarding is complete and the deadline passes, documents are cryptographically erased.
Key features for advisors
Professional tools, professional pricing
At $19/month for Solo, DeadVault costs less than a single hour of your time. For practices managing $10M+ in AUM, the compliance value alone justifies the investment.
See pricing details →