Vault360 by Vaultworks

Get organised once. Stay organised for life.

Vault360 gives you one secure place for your financial information, important documents and future plans, making everyday life easier today and ensuring the right information is available when it is needed most.

Vault360 dashboard showing net worth, assets and liabilities
My net worth £400,000
My assets £750,000
My liabilities £350,000

Why Vault360

Life admin should not start with a search.

Important information quickly becomes scattered across paperwork, email, online accounts, devices and portals. Vault360 brings it together in one secure place, making it easier to keep current, find when needed and share when it matters most.

The Problem

Important information becomes hard to use when it lives in too many places.

The more life changes, the easier it is for records, reminders and plans to fall out of date.

Important information is spread across paperwork, email, online accounts and devices.

Updating information in several different places is time-consuming and often forgotten.

Financial records and plans quickly become out of date as life changes.

When someone else needs the information, they may not know where to begin.

The Solution

One place for everything that matters.

Vault360 brings your financial information, important documents and future plans together in one secure place. You can keep it up to date and share it securely when needed.

Record assets, liabilities and net worth.
Store important documents in one secure place.
Track important dates, reviews and renewals.
Build an estate and legacy plan alongside day-to-day life admin.
Record wishes and responsibilities in a structured way.
Share securely with family and trusted professionals.
Control who can access what and when.
Prepare executors without giving premature access.
Vault360 guided setup screen for organising assets and accounts
Properties 1
Accounts 4
Credit cards 3

How It Works

Build it once, keep it current and use it when life asks for it.

1

Build your vault

Add the information you already know and build from there.

2

Keep it current

Update your vault as circumstances, documents, assets and plans change.

3

Share on your terms

Choose what to share and who can access it.

4

Be prepared

Make information easier to find during everyday life, claims, house moves, estate planning, incapacity and bereavement.

For Individuals

Take control of your life admin.

Understand what you own and owe.
Keep important information together.
Stay ahead of reviews and renewals.
Make important documents easier to find.
Share securely without endless email chains.
Build and maintain your legacy plan.
Reduce the burden on your family and executors.

Privacy And Control

Built around privacy, security and control.

Client-side encryption helps protect sensitive information before storage.
User-controlled sharing supports selective access for family and trusted professionals.
Permission-based access keeps visibility tied to clear roles and decisions.
Designed for legal and financial information, with controlled access processes and auditability.

Legacy Planning

Legacy planning is more than writing a will.

A will records important legal decisions. It does not necessarily tell your family what you own, where documents are stored, which policies exist or how to begin dealing with your affairs. Vault360 helps bring together assets, liabilities, property information, insurance, important documents, your estate plan, wishes, executors and relevant professional relationships.

The best legacy is not only what you leave behind. It is how prepared you leave the people you love.

Preparedness Bring the right details together

Keep property information, insurance, financial records and supporting documents easier to understand when someone else needs to act.

Assets Make the full picture easier to follow
  • Property
  • Savings
  • Pensions
  • Insurance
  • Liabilities
Documents Keep the right paperwork with the right context
Will Insurance policy Property record
Next Steps Help family and executors know where to begin

Capture wishes, responsibilities and practical details in a way that is easier to act on later.

Get Started

The best time to get organised is before you need to.

Whether you are managing everyday life, planning your legacy or preparing for the unexpected, Vault360 helps you keep everything together in one secure place.