Keep your friends close. Keep your advisors even closer.
If you have a network of advisors, partners, or business colleagues that you need to communicate with frequently, privately, and securely, then DropVault is the best place to do that.
With a single DropVault account you’ll be able to invite everyone in your inner circle into the security and privacy of DropVault. Wealth and financial advisors, your accountant, your lawyers, partners, fellow board members, business associates, even family.
Once inside, you can share sensitive discussions and documents with all or some. Or allow select individuals to only communicate with other select individuals. And as the master user have a top-down view of your most sensitive conversations, documents, and interactions.
Whatever business you're in, security, privacy, and confidentiality should not be optional
That’s not always easy to achieve when there are multiple parties involved in insensitive conversations, perhaps sharing and storing all kinds of sensitive documents. And especially with the ever present and growing threat of AI-driven cybercrime.
Take all this treasure away from e-mail and into the safety and security of your own private DropVault.
Gather Your Inner Circle
A safe and private place to share sensitive discussions with financial and legal advisors, business partners, investors and anyone else you invite to participate. Whether it’s investment decisions, sensitive tax and succession planning, mergers and acquisitions, large purchases or anything else.
Negotiate With Confidence
Bring all parties in a negotiation into one safe place that’s not vulnerable to email and tracks better than phone conversations. Decide who gets to participate in any negotiations – it can be everyone in your group or just those individuals you select. Track all discussions, add comments, update documents, assign and track tasks, sign and watermark, and control document sharing.
Plan Your Projects
Got a major project coming up, involving a lot of people and moving parts? Move it to DropVault where it’s easy to track and record every proposal, estimate, comment, price change, addendum, and supporting document. Then assign and track any tasks and follow-ups.
Keep Your Secrets Secret
DropVault boasts more than a dozen security and privacy features that create multiple perimeters of defense around your encrypted discussions, documents, and secrets. Because you’re in control, you can easily adjust security levels based on the sensitivity of any discussions.
Manage Permissions
Because you might not want everyone in your inner circle to be party to every discussion, comment, or document, it’s easy to assign permissions. You choose who can participate, view, comment, share, or download.
Keep Track
Add tracking and accountability by requesting a sign-off or e-signature from your colleagues or advisors. Just choose any discussion, task, or document and request a signature. Register that a document has been opened and viewed and lock a message after reading to prevent any alteration of the message or its attachments.
Eliminate Friction
DropVault is as easy as sending an email or a text message, just far more secure. The easier your security is, the more likely people are to use it. And that’s key to avoiding mistakes.
Store And Archive
If you’ve ever tried to locate an email attachment, and especially if it was sent years ago, then you know who challenging it can be. DropVault stores all your documents in a secure and easy-to-search archive where they can remain encrypted forever, or automatically erase themselves after a chosen date.
Update Everyone Effortlessly
Any changes or updates to discussions, planning, contracts, or negotiations can be instantly and automatically shared with everyone in your inner circle, or just with those who need to know. All easy to set in your dashboard.
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Interested?
If you’re new to DropVault, you can easily get started with a 14-day no hassle free trial, and no credit card required. Or contact us for more information or if you have any questions.