FamilyVault gives you a branded, AI-powered toolkit to organise your clients' complete family financial life — creating an unbreakable relationship moat and a recurring revenue engine that no direct plan or robo-advisor can touch.
"My clients used to say thank you when I gave them good returns. Now they say thank you because their families are truly safe. FamilyVault completely changed how I practice advisory. I'm not a product seller anymore — I'm my clients' family financial architect."
FamilyVault doesn't just give you a new tool — it fundamentally repositions who you are to your clients and their families.
A family that has spent 3 sessions with you filling their FamilyVault, reviewing their health score, and planning their emergency protocol will never casually switch to another advisor. The emotional investment is too high.
The spouse and adult children meet you — not just the primary client. You become familiar faces before an emergency happens. The family head passes away and the family stays with you because they know you.
The AI health score tells you exactly which family has a protection gap, an uninsured life, an outdated nominee, or a missing will. These are warm, data-backed reasons to start a product conversation.
You earn ₹500 per family per year as long as they remain FamilyVault subscribers. 100 families = ₹50,000/year in recurring income — independent of whether markets go up or down.
Show up at a client meeting with a beautifully branded FamilyVault folder and an AI health score dashboard. You are not one of hundreds of advisors — you are their family's financial command center.
Earn the "Certified FamilyVault Family Financial Architect" designation. A professional credential that signals to clients — and their referrals — that you operate at a higher standard of advisory.
All plans include your branded physical kit, advisor dashboard, AI health score alerts, and the FamilyVault certification programme.
Perfect for advisors onboarding their first FamilyVault families.
For established advisors ready to transform their entire practice.
For large practices, RIAs, and advisory firms with 100+ families.
IFA Association licensing available from ₹3,00,000/year for unlimited member access. Contact us →
The real ROI isn't in the commissions. It's in the practice you build — where families stay with you for 20+ years, introduce you to their children, and call you first in every financial moment of their lives.
Premium FamilyVault folders with your logo, name, and contact on the cover. Delivered directly to your client's home. ₹1,200 per kit (vs ₹5,000 retail).
See all your client families' health scores in one view. Get alerts when a family's score drops, a nominee is missing, or a policy is about to lapse.
The AI identifies protection gaps, missing critical illness covers, under-insured families, and wealth creation gaps — and surfaces them to you as prioritised action items.
Pre-built annual review agenda, AI-generated pre-meeting report per family, health score comparison year-on-year, and post-review certificate for the family.
When a client family has an emergency, FamilyVault's team supports alongside you. You remain the primary contact; we provide the 30-day action plan and claim coordination.
3-hour FamilyVault Advisor Certification. Monthly peer advisor community calls. Exclusive access to FamilyVault Advisor WhatsApp community. Annual advisor summit.
WhatsApp campaign templates, LinkedIn posts, client invitation scripts, webinar presentation deck, and objection-handling scripts. Ready to deploy on Day 1.
Direct WhatsApp line to your Integrato advisor success manager. Weekly onboarding calls for your first 10 families. 30-day activation support guarantee.
Complete the online FamilyVault Advisor Certification (3 hours). Get your dashboard access, co-branded folder order, and complete toolkit. Everything you need is ready in 5 business days.
Use our client selection guide to identify your best 10 candidates — typically your most engaged clients with families aged 35–55. We help you draft the personalised outreach message.
Use the FamilyVault Onboarding Playbook — a step-by-step guide for conducting each family's 2-hour onboarding session. Your advisor success manager joins your first 2 sessions as backup.
After each family is onboarded, generate their Family Financial Health Score. This becomes the anchor of your annual review and the trigger for every advisory conversation going forward.
With 10 families onboarded and a refined process, scale to your next 40 families. The referrals from happy FamilyVault families become your cheapest and highest-converting lead source.
No. Your client data belongs to you and your client. FamilyVault is a tool your clients use to organise their own information. As their advisor, you get a read-only view (with their permission) of their health score and alerts — not their raw financial data. We never store or use client data for any other purpose.
Absolutely not. FamilyVault is an organising and advisory tool. We surface insights and recommendations — but all product conversations are directed through you, the advisor. Your relationship with your client is sacred and we actively protect it.
FamilyVault is designed for WhatsApp-first India. Clients can upload documents via WhatsApp, receive reminders on WhatsApp, and interact with basic features without ever logging into a web portal. The physical folder alone provides enormous value for non-tech users.
When you enroll a client family as FamilyVault subscribers through your advisor link, you earn ₹500/year for every year they remain active subscribers. This is paid quarterly. For Advisor Pro (100 families), that's ₹50,000/year in recurring income independent of product sales.
FamilyVault is not a CRM — it is a family-facing organising system. Your CRM is for your workflow; FamilyVault is for your client's family. They complement each other. Enterprise plan includes API integration with major advisory CRMs.
Yes — the Advisor Pro plan includes white-label options for the digital platform (your logo, brand colours, advisor contact as primary). The physical folder is always co-branded with both Integrato and your firm. Full white-label (your brand only) is available on the Enterprise plan.
Fill this form and an Integrato senior advisor will call you within 24 hours to complete your enrollment and schedule your certification session.