Aspida Advisory came to us seeking a way to provide financial advisors, and the families they advised, an easy and fun way to keep communications and progress flowing in the right directions. We developed a Drupal based platform for Aspida which guides client families through the A+LIFE process and assists the financial advisors in keeping up to date with information as it is submitted by the clients. No more waiting days or weeks for copies of documents to all be faxed and mailed to all parties involved, for any or every meeting. This platform came to be known as "The More-Than-Money Vault" or MTMVault for short. Now Families can share pertinent information with their banker, lawyer, accountant or other professional in nearly real time with whatever time or location based access restrictions each instance requires.
Features include 256bit AES encrypted data storage, dozens of documents available to download or fill out online, tracking and assessment of documents and form submitted data, private family message boards, email and text reminders to continue when you have forgotten, multiple levels of membership for both clients and advisors, internal private messaging, journaling system and more.
To see a bit of what this system comfortably manages, check out their video.