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Related: Adjusted for Risk: How Digital Vaults Can Help Solve Some of the Biggest Challenges Advisors Face Today

Digital vaults are revolutionizing legacy planning by providing a secure, centralized and accessible solution for managing critical documents and assets. In an era where families are geographically dispersed, and financial lives are increasingly complex, digital vaults enable the seamless organization and sharing of important information, such as wills, insurance policies, deeds and health directives. By empowering individuals to grant controlled access to trusted advisors and family members, these tools bridge communication gaps and ensure that wishes are respected during life’s critical moments. 

Born out of a personal crisis during Hurricane Irma, Prismm was Martha Underwood’s solution to a pressing problem: secure, centralized access to critical documents.

Join host Shannon Rosic, director of WealthStack content and solutions, as she speaks with Prism’s founder about: 

• The pressing need for seamless access to critical documents and assets
• How Prismm differentiates itself with customer ownership of data 
• The significance of client engagement in comprehensive financial planning 
• Insights on leveraging AI for secure and effortless document management 
• How evolving data regulations are shaping the landscape of digital vault offerings

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About Our Guest:

Martha Underwood boasts over 8 years of extensive experience as a founder, leader, and speaker within the realms of technology and innovation. She is the visionary behind GetPrismm.com, a pioneering platform designed to facilitate the secure storage and accessibility of vital documents in anticipation of unforeseen circumstances. Her overarching goal is to spearhead the evolution of seamless wealth transfer processes, equipping individuals with the tools to meticulously plan their legacies.

Her fervor for disseminating insights and expertise regarding women’s leadership in the spheres of technology and innovation is palpable, making her a sought-after figure in the business landscape.