Hall & Costello 4+

Secure file storage & sharing

My Wealth Cloud

Designed for iPad

    • Free

Screenshots

Description

Hall & Costello DocPortal is your secure gateway to a collaborative digital filing cabinet for all your valuable documents with the option to selectively share folders and documents with your loved ones, professional or personal acquaintances and of course, your Financial Adviser! Inclusive in this offering is the ability to link in to your Online Wealth Account and the option to engage in intergenerational planning with a digital executor feature.

Protected by ultra-secure, state-of-the-art technology, all your documents are available to you, wherever you are, offering you the value of secure collaboration and information sharing, to aid you in your life and financial planning.

Key features
• Secure document sharing
• Lifestyle management tool
• Secure document vault with unlimited storage
• Push notifications
• Secure cloud back-up
• Offline access
• Scan and upload documents
• Create your digital legacy
• Appoint digital executors
• Multi-factor authentication
• AES 256-bit encryption
• ISO27001 accredited

What’s New

Version 2.2

New Features & UI

App Privacy

The developer, My Wealth Cloud, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • User Content

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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