Heritage Vault is a secure digital platform that helps individuals organise, store, and share their most important personal and financial information—during life and after death.

For companies, it’s a powerful value-added service that deepens customer relationships, enhances loyalty, and extends engagement across generations. Offered as a white-labelled or co-branded solution, Heritage Vault enables banks, insurers, and fiduciary providers to deliver real, lasting value beyond the core product—positioning them as trusted long-term partners in their clients’ lives.

Clients use Heritage Vault to store all their important information, including wills, policies, instructions, funeral wishes, and more—confident that it will be released only to nominated confidants, at the right time, under the right conditions.

Built with bank-grade encryption and designed for compliance, Heritage Vault is easy to implement and delivers immediate differentiation in a crowded market.

More than a vault—it’s a way for companies to stay present in their clients’ most meaningful life moments.