How It Works
Four simple steps to a fully organised financial life. No manual data entry required.
Upload Your Documents
Simply upload your insurance policies, wills, superannuation statements, or any financial document. Snap a photo, drag and drop, or forward via email.
AI Analyses & Organises
Our AI agent reads every page, extracts key details like coverage amounts, expiry dates, beneficiaries, and policy numbers, then files everything automatically.
Your Dashboard, Organised
See your entire financial picture at a glance. Insurance policies, estate documents, wealth positions — all in one beautifully organised dashboard.
Stay Protected, Always
Receive intelligent alerts before policies expire, review gaps in your coverage, and ensure your loved ones can access critical documents when they need them.
Everything You Need
A complete toolkit for managing your financial documents and protecting your family's future.
Mobile Scanning
Scan documents directly from your phone camera with automatic edge detection and enhancement.
Full-Text Search
Search inside every document you've ever uploaded. Find any clause, name, or number instantly.
Email Forwarding
Forward policy documents from your email and they're automatically processed and filed.
Legacy Contacts
Designate trusted contacts who can access your vault in an emergency.
Estate Planning
Manage wills, powers of attorney, and estate documents alongside your insurance.
Advisor Portal
Financial advisors get a dedicated dashboard to manage all client vaults from one place.
Your Documents Are Safer With Us
We use the same encryption standards as major banks. Every document is encrypted at rest and in transit, stored on Australian SOC 2 compliant infrastructure, and protected by row-level security policies.
- AES-256 encryption at rest
- TLS 1.3 encryption in transit
- SOC 2 compliant infrastructure
- Row-level security isolation
- Zero-knowledge architecture
- Australian data sovereignty
Simple, Transparent Pricing
From free personal vaults to enterprise advisor platforms. Choose the plan that fits your needs.
Your Practice. Supercharged.
Go beyond document storage. Wealth Locker gives advisers the tools to consolidate client data, spot opportunities, and scale their practice.
Consolidate Every Client's Financial World
Insurance, super, estate plans, wealth positions — all in one vault per client. No more chasing documents across inboxes and filing cabinets.
Benchmarks & Portfolio Insights
See coverage gaps, premium benchmarks, and portfolio-level analytics across your entire book. Spot opportunities instantly.
AI Advisory & Campaign Intelligence
AI-powered review prep, renewal reminders, and targeted campaign suggestions based on client data patterns.
Understand Gaps in Your Client Base
Identify underinsured clients, missing estate documents, and wealth consolidation opportunities across your practice.
Frequently Asked Questions
Get in Touch
Have questions about Wealth Locker? Our team is here to help.