Privatlocker Solutions

Legacy Planning

For individuals and families, make it easy for your loved ones to manage your affairs during their time of loss. Don’t leave anything to chance, make sure they know exactly what to do should something happen to you. Fill in your Privatlocker My Wishes document to leave emergency instructions.

When you sign up to Privatlocker you will be asked to nominate a Trustee, a person who you trust, who will be able to access your Privatlocker should you lose your access, be incapacitated or die.

Disaster Preparedness

You will never know when disaster is going to strike so be prepared and create copies of all your important documents and note the location of the originals. Privatlocker standard taxonomy can be your checklist.

Get organised

No more digging through drawers or searching endless folders.

Privatlocker keeps your important documents neatly stored and easy to access. Saving all your important documents in Privatlocker means you spend less time switching between platforms or searching for files and records stored in assorted locations.

Secure and Compliant

Centralise and share with confidence, retain your organisation’s important corporate documents for senior management and external advisers.

Our Business platform enables companies to manage and collaborate with various stakeholders at all levels from head office staff to advisors. Large data files can be shared to avoid rejection by email limits.

Use Privatlocker to secure your most confidential corporate documents, sensitive records, secrets, database passwords, access keys, certificates and company private data.

Compliance

Satisfy internal and regulatory compliance requirements with ease. You can provide your organisation and clients with a platform that comes equipped with best-in-class, bank-grade security protocols. Privatlocker’s activity log and fiduciary audit trail allow you to track all client activity in perpetuity.

Virtual Data Room Ready

Planning to raise investment or sell your business?

Privatlocker helps you stay organised for when the time comes.

Seamless Digital Experience

Professional firms can enhance your client digital experience by providing them with their own Privatlocker vault to easily access and manage the documents you prepare for them.

Clients can upload documents into their own private locker within your Privatlocker Professions platform, eliminating the need to send sensitive data by email.

No need to email confidential documents or large files again

Say goodbye to sending confidential or large files by email.

Privatlocker provides permanent secure and isolated access to your collaborators. With Privatlocker, important documents and files are permanently and securely available to your clients, staff and advisors.

When you want a client to action a document move it to the action-required folder and when a document is added by your client a notification is received.

Always Compliant. Always Secure.

Privatlocker operates in a high-security cloud environment, with bank grade encryption and access controls. The activity log and fiduciary audit trail allow you to track all activity.