A single, secure, cloud-based location for financial & legacy planning

Managing and protecting everything that matters

No Credit Card required.

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Free asset registry template for download

Click here to download

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Track your net worth

Tracking your net worth with vaultbox is an easy step to improve your finances. vaultbox allows you to organise and protect all your financial information in one place.

Pass on your digital legacy

In the event of death or incapacitation, what happens to all your assets? Do you have contingency planning so that your loved ones can access to your asset’s information?

Upgrade from vaultbox Essential to vaultbox Pro and access vaultbox's smart legacy management function. Users may appoint a personal or a professional deputy to recover and grant access to their nominated confidants, family members, business partners, or legal representatives.

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Monitor & Analyse

Have you had enough of collecting data and inserting it into the spreadsheet to produce accurate reports?

vaultbox’s automated reporting and analysis features enable you to monitor your progress towards your financial goals holistically. These auto-generated reports are reliable, precise and can be presented as an easy-to-understand summary with useful graphic formats. vaultbox helps users accurately track their data right at their fingertips.

Multiple Currency Integration

Track all of your assets and liabilities in multiple currencies, automatically updated to the latest market rates every time you log in.

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Think of vaultbox as

A tool to manage your assets/liabilities and have an overall view of your net worth.

A cloud-based legacy management service.

A digital safety deposit box for uploading records, securely accessible from anywhere.

 

Find your right plan

vaultbox Essential gets you started with the basic tools you need.  And it’s free!  vaultbox Pro’s additional storage allows you to be more detailed and thorough.  It also opens door to vaultbox’s smart legacy planning.  With vaultbox Pro, you can appoint personal delegates and professional deputies – the people you entrust to execute on your instructions.     

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Essential

Free-To-Use. Get started now. Upgrade anytime.

Free

Digital vault 

Store your will, insurance policies, and other key documents with bank-quality encryption. 2GB of complimentary storage covers your basic needs of most users.

Asset and liability registry

Track your net worth & generate financial reports

Password vault

Secure all your passwords in one centralised location

Contact management

Store all your vital contacts (e.g. Lawyer, insurance agent, bank officer)

Calendar feature

Keep track of your payments and subscriptions

2GB Storage (up to 20 items)

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Pro

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Ultimate financial and legacy plan.

best value legacy managmentplan

US$4.99 

/monthly 

US$49.99

/year

Includes everything in vaultbox Essential

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Deputies

Appoint family members and trusted individuals as part of the “smart legacy management”

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Professional Deputy + Legacy Management

Add on this service at US$4.99/month

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50GB Storage

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Group

Ideal for small enterprises and family.

Coming soon

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Deputy Only

  • Users of vaultbox Pro can appoint Personal Delegates.  These are trusted friends or family members who you empower – under special circumstances - to open your vaultbox account, reset your password, and other administrative tasks.  It always takes two personal delegates working together to access your account.  

  • Professional Deputies are – as the name implies - professionals who specialise in estate and legacy planning.  Depending on your legal jurisdiction, there may be special licenses or certifications required.  

  • If you’ve been asked to serve as a personal delegate or professional deputy, the first step is to create your own vaultbox Essential account.  Remember – it’s free!

 Prices are inclusive of GST