Secure document vault for financial professionals & their clients
One place for every financial document
VaultBridgeFO keeps your tax returns, insurance policies, estate docs, and financial statements organized and securely accessible — for you and your advisory team.
On the Pro plan, every field in your financial profile is encrypted end-to-end — not just your SSN and date of birth. Names, addresses, income figures, investment balances, insurance policies, business details, and all financial data are encrypted before being stored. Only you and the advisors you explicitly invite can read it.
✓Full profile encryption — every field encrypted, not just sensitive IDs
✓No aggregation — your data is never included in platform insights or financial modeling
✓Advisor-controlled access — advisors can only read what you've explicitly permitted
✓AES-256-GCM encryption — the same standard used by financial institutions