Clients gain peace of mind that the people most important to them are connected via Confidant to selected vital information.
It's so easy to get started
Set-up in under five minutes
Advisors can aide in setup
No special expertise required
to use Confidant
Finally, an easy system to connect key people to everything in one spot
Ensures people know where important information is, if needed
An easy system of visual icons facilitates the organizing
Keeps an accessible, updatable list of key information
Easily control the connections and the sharing of information
Your clients will select "Confidants" and invite them to access the system
As a Confidant, you and other family and advisors will establish a secure connection
They can customize (and update at any time) what to share with each
Update or revoke their permissions any time
As an advisor, you can use Confidant to initiate uncomfortable "what if" discussions more easily
We never ask for passwords
or
social security numbers
Same encryption as leading
banks
Users and their families say...
