For Advisors + Lawyers
ExecuVault Advisor Portal
advisor portal
Starter
$49per year
For Each Connected Client
- Advisor Profile
- Directory Listing
- Realtime Reports
- Online Support
advisor portal
Standard
$99per year
For Five Connected Clients
- Advisor Profile
- Directory Listing
- Realtime Reports
- Online Support
- Orientation / Training
advisor portal
Unlimited
$999per year
Unlimited Clients
- Advisor Profile
- Directory Listing
- Realtime Reports
- Online Support
- Orientation / Training
- Custom Landing Page
OFFER
Limited Time Special Offer
Today's globally empowered consumer expects maximum convenience and demands unprecedented control. We're excited to help you introduce your valued clients to ExecuVault™— the first-of-its-kind digital platform for collaborative estate planning and self-directed legacy transfer.
Your advisory team, law firm, or brokerage may still be eligible for our invitation only early access program. Space is limited. Contact us to schedule a demonstration.
Contact Us