Enterprise
A firm-branded client vault platform for advisory teams
Run staff onboarding, client onboarding, branding, billing, and oversight from one firm workspace while client records stay private by default.
Open the firm workspace
Enterprise gives firms one operating surface for staff, clients, branding, and plan limits.
Firm workspace
One operator console handles branding, staff access, client onboarding, and firm billing.
Staff onboarding
Owners, admins, and staff are invited first so firm access stays explicit and auditable.
Client workspaces
Each client relationship stays separate instead of being folded into one shared household account.
Branded entry points
Use a hosted firm subdomain first, then layer in a custom domain when the rollout needs it.
Private by default
Firm oversight does not become blanket access to decrypted records or client secrets.
Operational limits
Seat controls, client-volume limits, and audit visibility fit firm operations better than consumer plans.
FAQ
Enterprise questions
Use the FAQ for the rollout, privacy, routing, and commercial questions that matter most.
Would firms automatically see every client secret?
No. Enterprise is built around workflow control and audit visibility, not blanket decryption. Client records stay protected unless the client’s own release path allows access.
What would a client see after a firm invites them?
Clients come through a branded invite and sign-in surface, then continue inside their own vault relationship. They do not land in the firm operator console.
Does every firm need its own custom domain?
No. A hosted firm subdomain under digitallegacyvault.app works as the first branded route. Custom domains are optional for firms that want the platform under their own domain.
How would enterprise limits be priced?
Enterprise fits better around reserved staff seats and client workspace volume than around personal vault storage tiers.
Can a firm roll this out gradually?
Yes. Invite-first onboarding allows a firm to start with a small group of staff and clients, then expand without turning on broad access all at once.
Is enterprise a separate app from the personal product?
No. It is the same core platform with tenant isolation, branded firm routing, firm billing, and client-by-client administration layered on top.
Talk to us
Plan an enterprise rollout
Tell us your firm size, expected client volume, and the branded experience you want to run.