Bringing the pieces together in the most encrypted way possible allows us the freedom to benefit from an app-based ecosystem.

All advisors are invited into their own personal app vault.

  • Every system we use which is related to Core Planning will be secured by this vault.

  • Upon access, you will be able to create Records, each record represents an application access point.

  • No one, not even the admin or CCO, will be able to see the passwords auto generated within your Vault.

  • You may grant the system permission to auto-fill and auto-submit credentials upon Launch. This will create an effective single sign on application launcher.

  • Once all Core systems reside within your Vault, this system becomes your new desktop home base.

  • One password to rule them all.

Please submit a help request if you have issues or need help with access.

Thank you for keeping your systems safe!