Aspida360

An advisor's digital system to offer multi-generational, "More Than Money" Wealth Planning

14 day Free Trial

 

The More Than Money (MTM) Vault is a family’s roadmap to increasing unity, perpetuating core values, family legacy, philanthropy and valuable life experiences while mitigating the 91% wealth transfer failure rate that confronts every family.   Our simple, elegant and effective dashboards, for families and advisors alike, are all that is needed to be guided through The MTM Vault digital system.

A clear structure, served in “bite-size” pieces is all accessible at www.MTMVault.com, available on any mobile device 24/7/365.

77% of HNW families believe it is important to leave family values and life lessons as inheritance.

The MTM Vault is a repeatable, scalable digital system that allows professional advisors to help your clients' build strong, multi-generational root systems.

Download the MTM Vault Client Brochure that is private labeled for each licensee
  • Please fill out the following for to receive your free brochure.

  • This field is for validation purposes and should be left unchanged.

To protect your clients from this all-too-common occurrence, The MTM Vault is available to be your clients' roadmap for defining, perpetuating and communicating core values, family legacy, unity, philanthropy and impactful life experiences while mitigating the 91% wealth transfer rate that confronts every family.

On-Demand Training

"Private-Labeled" Marketing Tools

Mobile Optimized

The MTM Vault for Advisors

The name of our digital system is a nod to our motto, More Than Money. The MTM Vault serves as your singular portal to access and manage all facets of the The MTM Vault:
  • On-demand training
  • Turn-key guidance
  • "Private-Labeled" marketing materials
  • Communicate with clients and their heirs
  • Access your MTM Support Team
  • Mobile optimized
  • Convenient, available 24/7/365
 

THE MORE THAN MONEY (MTM) VAULT

Easy to Use Dashboard

Client Tactics completed in 30 minutes or less

Twenty-Five Client Deliverables

Comprehensive Assessment

The MTM Vault For Families

Our simple, elegant and effective digital platform provides step-by step guidance for "how to" define, protect and perpetuate a family's core values, family traditions, valuable life experiences, philanthropy and legacy while mitigating the 91% wealth transfer failure rate. Our digital system includes:

  • Comprehensive Assessment
  • Proprietary, guided tools for clients
  • One dashboard for easy implementation
  • Twenty-Five client deliverables
  • Track ongoing progress
  • Client tactics completed in 30 minutes or less
  • Seamless communication with family members and advisors

What is More Than Money Wealth Planning? View our video to learn more!

Most professional advisors spend the majority of their time attending to the financial wealth of clients. Wealth management, financial, legal and tax planning dominate interactions with clients. However, most clients value more than thier financial wealth. Family unity, legacy, core values, philanthropy and life experiences are valuable to 77% of baby boomers (Morning Star Study). "More Than Money" wealth planning is providing a clear structure to manage these valuable assets and The MTM Vault puts this process in the palm of your hand. Help families transfer values, not just valuables.

Footer

Join Our More Than Money Newsletter Community

  • This field is for validation purposes and should be left unchanged.

© 2017 The MTM Vault. Do Not Copy

Contact Us
  • Contact Us

    Call Us: (443) 857-7050

    Email Us At: info@aspida360

    Or fill out the form below and we will get in contact with you.

  • This field is for validation purposes and should be left unchanged.
14 Day Free Trial
uxicached