Take a look at some of our satisfied client's websites

about us page title image

The More Than Money Vault


The More Than Money Vault

  • Client: Aspida 360

  • Date: June 2013 til present

  • Skills: Drupal, HTML5, CSS3, jQuery, PHP

Aspida Advisory came to us seeking a way to provide financial advisors, and the families they advised, an easy and fun way to keep communications and progress flowing in the right directions to develop and refine their family legacy.

We developed a Drupal based platform for Aspida which guides client families through the process and assists their financial advisors in keeping up to date with information as it is submitted by the clients. No more waiting days or weeks for copies of documents to all be faxed and mailed to all parties involved, for any or every meeting. This platform came to be known as "The More-Than-Money Vault" or MTMVault for short. Now Families can share pertinent information with their banker, lawyer, accountant or other professional in nearly real time with whatever time or location based access restrictions each instance requires.

  • Custom developed Drupal

  • Dozens of documents available to fill out online

  • Tracking and assessment of documents & submitted data

  • Private message boards

  • Notifcations and reminders

  • 256bit AES encrypted data storage