SWM Vault

We are proud to offer our clients the Sands Wealth Management Vault. Our secure document Vault enables you to store your private documents from banking, investment, tax, wills and vehicles to personal documents such as ID, health, photos and school reports.

The SWM Vault is a fantastic way to keep your most precious documents and memorabilia safe for future generations. By instating a Digital Executor, all of this can be accessed by those who need it when necessary, but not before.

With mounting security breaches and increasing compliance requirements, post is no longer the safest way to send important documents. To properly maintain your confidentiality, we can ensure that important information reaches you as quickly and securely as possible using the SWM Vault.

The app is highly secure, easy to use and can all be accessed via a Mobile App, reassuring you that your documents are safe and accessible at all times, no matter where you are.

Here are just some of the exciting benefits you can enjoy:

  • A Mobile App which allows you to upload, view and share documents from your Smartphone.
  • The document scanner built into the mobile app means you can scan and upload with just your phone.
  • Access to all your documents, wherever you are in the world.
  • Highly secure with dual authentication and encryption.
  • You can give additional users access to your documentation via our Sub User feature within your client profile.
  • With all your important documents stored within the system, you can name Digital Executor(s) against your account to save your family the added worry of locating important documents should something happen to you.

You can download the app by searching ‘SWM Vault’ in the App Store or Google Play Store.

Going forward, we will be sending all your financial information through The SWM Vault as this is the quickest and most secure way of sending your confidential documents.

If you have any questions, please feel free to contact us.

"The SWM Vault is great, I use it all the time, I love the fact that I have all the documents available wherever I am, on phone, laptop or iPad – its come in super useful over the last few months, and was exactly what I needed to organise myself!"