Financial Planners and Managers
Use SafelyFiled instead of encrypted email to communicate confidential information to your clients
Use SafelyFiled to help organize your clients’ important documents, whether in paper or digital form, in one system
Keep everything safe from flood and fire
Make sure your clients (and their families, if necessary) can always find their important documents – no more lost documents
You can use the best of modern technology to help organize your clients even if you aren’t a tech expert. SafelyFiled was designed to be easy to use – by anybody!
What Is SafelyFiled?
It’s A New Way to Organize Important Documents
For Today: No matter how well organized your clients are, it’s still easy for them to misplace important documents they don’t use often. Upload financial records and recommendations and encourage your clients to upload documents like car titles, birth certificates, medical records, and warranties. SafelyFiled's unique design lets your clients record the location of the original paper documents. And if your clients want, family members can easily find emergency documents like living wills and medical powers of attorney.
For Tomorrow: No matter how well organized your clients are, if they become incapacitated or die, their loved ones will still have to figure out what they saved and where they put it. And they will need quick access to the documents you prepared.
SafelyFiled is the perfect place to store and organize all your clients’ important documents online - safely and securely. It is designed for families and takes into account the unique nature of family dynamics.
Bring You Service To a Higher Level With SafelyFiled – Become A Sponsor
Set your clients up with a SafelyFiled membership. You can either pay for their first (or more) year, or you can offer them a discount. Here are the advantages:
You can upload documents for your clients. As a sponsor, you’ll have access to your clients' folders to upload important documents if they are simply too busy or don’t know how. And you can make sure key family members also have access to the files. Cut down on emergency phone calls looking for copies of important documents.
Stay in front of your clients. Whenever your clients log in, they’ll see your name and contact information, right on the top of the page. If you have a logo, it can easily be added. SafelyFiled can be branded just for you.
Automatic referrals. SafelyFiled is made for families to share. So whenever your client gives his sister access to mom’s living will or any other document, his sister will see your name and contact information.
You’ll be an innovator. Your clients are getting more comfortable with computerized files. SafelyFiled is the only service that organizes both digital and paper documents in one system. And for your clients concerned about security, just let them know that security is not an afterthought for SafelyFiled, but is the core or our service. Designed by a computer security expert, we built the security first, and then everything else around it. (Check out our security page.)
Your clients will remember you when it’s important. One of the most important and sensitive services many financial planners offer is organizing or helping families when there is a death, disability, or a change, like the birth of anew child or grandchild, marriage or divorce. Your name and contact information on the top of the account reminds your clients that you are there for them.
It’s Easy for You to Use
No matter what your level of computer proficiency is, you’ll appreciate SafelyFiled’s “drag and drop” uploads and its clean, intuitive design.
You or a member of your staff can quickly set up your clients’ folders. And sponsoring clients is as easy as 1-2-3.
And if it gets a bit confusing, don’t worry. Our help desk is there for you.
It’s Easy for Your Clients to Use
SafelyFiled was designed for the average computer user. If your practice takes care of older clients, remember that we even built the system with the understanding that in many cases an older child would be the one who takes care of mom’s or dad’s affairs. With drag and drop uploads, mobile phone uploads and a clean, intuitive design, anybody can learn to use SafelyFiled in minutes. Our patent-pending system lets you or your clients and their family members easily record the locations of originals and if they want, duplicate their existing filing systems. It also lets their loved ones know where everything is.