If you have a network of advisors, partners, or business colleagues that you need to communicate with frequently, privately, and securely, then a DropVault SafeRoom 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 and away from all the most common cyber, privacy, and fraud risks. People like your wealth and financial advisors, your accountant and lawyers, partners and fellow board members, business associates, even family.
Protect your conversations and negotiations, isolate and exclude threats, encrypt every document and discussion, prevent accidental leaks, track everything you need, automatically delete what you don’t need, and keep your secrets secret.
Thanks to AI every type of cyber attack, scam, and fraud has surged in just the last two years, and to levels never experienced before. Traditional security precautions are simply no longer enough.
Whether it’s protecting yourself from hackers and scammers, or wanting to maintain the confidentiality of highly sensitive discussions, e-mail is no longer a safe place.
Moving important discussions and documents to your own DropVault SafeRoom isolates and insulates your most sensitive business from these threats.
And best of all, there’s no learning curve. It’s as easy as using email. Except so much safer.
Gather Your Inner Circle
A safe and private place to share sensitive discussions with financial and legal advisors, business partners, investors, clients, and even family members. Whether it’s investment planning and decisions, sensitive tax and succession planning, mergers and acquisitions, large purchases or anything else.
Room For Everyone
Your DropVault SafeRoom includes up to 10 users or administrators, up to 100 members of your inner circle, and smaller SafeRooms that can be used for specific projects or initiatives, like family only. And you can easily expand your room if you start to outgrow it.
Encrypt Everything
Nothing protects your most sensitive documents, files, and discussions better than advanced encryption. Unlike other solutions, DropVault encrypts everything as it happens and not just data at rest. Advanced encryption, all the time and automatically, so there are no mistakes.
Multiple Security Layers
In addition to the strongest encryption available, DropVault boasts more than 30 additional layers of security to frustrate any attempts to eavesdrop on your private discussions. Yet using DropVault is as easy as sending an e-mail. Just without all the risks.
Chat 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.
Protect Against Cyber Attacks And Scams
Keeping sensitive conversations inside DropVault keeps them away from all the most common types of cyber attack including phishing, deepfake attacks, and business e-mail compromise.
Keep Your Secrets Secret
Conducting sensitive conversations by email or text message carries endless risks, even after you delete those conversations. DropVault boasts more than two 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.
Request sign off or signatures
Request a sign off or an eSignature on any discussion or proposal from family members or your extended team and quickly view approvals or signatures. We will lock the conversation and documents once sign off is complete
Auto Delete Sensitive Discussions
Any conversation, comments, or documents can be selected for automatic deletion after a certain amount of time or a certain event. For example, this could be after every party to the conversation has acknowledged that they have viewed it and agree with its content, or simply after a set number of days, weeks, or months.
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
Using DropVault is as easy as sending an email or a text message, just far more secure. A single email is all it takes to invite all your key partners into your private DropVault – nothing for them to download, install, learn, or sign up for.
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, documents, 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.
Enjoy Private Security Briefings
As a client you’ll enjoy exclusive access to weekly security briefings and as-they-happen security alerts to keep you, your team, and your family one step ahead of the latest security threats, schemes, and scams.
Get Personal Security Advice
Need help with a personal security issue? Need to protect your elderly grandparents from scams or frauds, or your kids from social media threats? Our forty years of experience is just a phone call away.
Comprehensive. Simple. Affordable.
DropVault Personal costs $199 per month and includes up to 5 users or admins, 100 contacts, and unlimited group channels for project-specific discussions. Our 14-day free trial is the easiest way to see it for yourself.
Did You Know?
DropVault CEO Neal O’Farrell has worked with wealth management firms and their partners for more than a decade, including Merrill Lynch, Morgan Stanley, Stifel Nicholas, Bartlett Wealth Management, US Trust, Ameriprise, and Pure Insurance.
