The secure intake vault
for modern advisors.
Stop forcing clients to remember passwords just to send a PDF.
Our No-Login Vault securely encrypts uploads and deposits them directly into your existing storage (SharePoint, Drive, etc).
The "Push-Only" Advantage
Traditional portals are a security risk. If a client's email is hacked, the attacker can log in and download historical data.
With Fin Pods Vault:
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Clients upload via a secure link. No account needed.
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Files are auto-deposited to your Cloud Storage.
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Hackers cannot "pull" data, even with the link.
Compliance Ready.
Detailed Chain of Custody
Every upload, transfer, and delete is timestamped and logged. Essential for SEC examinations and internal compliance reviews.
Custom Branding
Your clients see your logo and colors. Maintain professional trust from click to upload.
Zero-Access Architecture
As the secure tunnel, we support Zero-Access encryption, meaning not even our engineers can read your files.
Read the whitepaper →