Bills, bank balances, property, pensions, wills, passports and passwords: organised, with reminders before anything is due, and a clear picture of what you're worth and what's left each month. All kept encrypted on your own computer, never in the cloud.
Windows and Mac · Use it on your phone and iPad at home · No card needed
Banking apps, paper statements, a drawer of policies, passwords in a notebook, and only one person who knows how it all fits together.
Renewals slip through the cracks and auto-renew at higher prices.
It's hard to see what's coming in and going out, and when.
The will, the pensions, the policies, the logins: often only one person knows.
Every bill and every payday on its real date. See what will be in the bank at the end of each month for the next year, and get a warning before an account would go overdrawn.
Family Wealth Vault looks at your accounts and cards and shows, with the sums, where you could save: like paying off a 24% credit card with savings earning 4%.
An estimate of the tax that could be due, with plain-English explanations of every term. Each asset is matched to the right HMRC form, and the Executor's pack sets everything out form by form.
Scan a QR code and the whole family can see what's due, update a balance or scan a document from their phone, over your home Wi-Fi. Each person has their own PIN and only sees what you allow.
Passports, driving licences, MOT, road tax, insurance, subscriptions and bills, gathered automatically.
Your net worth now and month by month, with growth projections over 1 to 20 years.
Wills, powers of attorney, pension wishes and funeral wishes, with a checklist of what's missing.
Policies, deeds and certificates, attached and viewable: PDFs, photos, Word, Excel and emails.
Behind a second check, with an extra lock for crypto wallets and the most sensitive details.
A printed guide for whoever has to step in: who to call and where everything is.
Two clicks on Windows or Mac. It opens straight away in your web browser.
The Getting started guide asks about your family, home, income, accounts and bills, and fills the vault in for you.
See what's due, what's left and what you're worth at a glance, on your computer, phone and iPad.
Most finance apps keep your data on their servers. Family Wealth Vault doesn't. Everything is encrypted and stored on your own computer, and the program doesn't send anything about you or your records to us or anyone else.
Try everything free for 30 days. Then one yearly price for your whole household, with no limits on people, devices or records.
Prices include VAT where applicable. When your trial or licence ends, nothing is deleted: the vault becomes read-only, so you can always see and export everything. Financial advisers and solicitors: ask about client licences.
Download, install in a couple of clicks, and the setup guide walks you through. No card needed.
Family Wealth Vault