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The McKenzie & Co app provides our clients with 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
McKenzie & Co
by My Wealth Cloud
What is it about?
The McKenzie & Co app provides our clients with 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.
App Store Description
The McKenzie & Co app provides our clients with 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
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
