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For Individuals & Families
Free
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Most Popular
Personal
All you need for peace of mind
£7.99/month
Get Personal - Unlimited items
- 5GB document storage
- Up to 5 delegates
- Multi-factor authentication
- Bank-level encryption
- Full audit trail
- Priority support
Family
Helping families manage estates
£14.99/month
Get Family - Unlimited items
- 20GB document storage
- Unlimited delegates
- Multi-factor authentication
- Bank-level encryption
- Full audit trail
- Priority support
- Family sharing
For Professionals
Standard
For small firms getting started with white-label vaults
£39.99/month
Get Started - Up to 50 clients
- 10GB pooled storage
- Branded portal & emails
- Client dashboard
- Standard support
Pro
For growing practices with multiple advisors
£99.99/month
Get Started - Up to 250 clients
- 50GB pooled storage
- Branded portal & emails
- Client dashboard
- Multi-advisor staff accounts
- Audit log exports
- Priority support
Enterprise
For large networks and divisions. Tailored pricing.
Custom
Contact Us - Unlimited clients
- Custom storage allocation
- Division & sub-brand support
- Dedicated account manager
- SSO & advanced security
- Custom contracts & SLAs
All plans include bank-level encryption, automatic audit trails, and UK-based data storage. Cancel anytime — your data is always yours.
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