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Your clients' wealth is increasingly held in assets like Bitcoin. The traditional methods of data collection are not fit for purpose, exposing your firm to a new class of professional and operational risks.
Risk of Error & Liability
An incorrectly transcribed wallet address or a misplaced seed phrase can lead to the permanent loss of millions in client assets, exposing your firm to professional negligence claims.
Inconsistent Records
Without a standardised process, the quality and format of the data you receive is inconsistent from client to client, creating confusion and a messy audit trail for estate execution.
Wasted Associate Time
Your associates are not always digital asset experts. They waste valuable billable hours trying to understand and correctly document complex digital asset information from clients.
Evoke Legal Consistency, Security, and Peace of Mind
Our platform is a secure workflow tool designed to integrate seamlessly into your firm's existing client intake and estate planning process. We provide the standard for a non-standard asset.
Standardise Client Data Intake
From your private Advisor Portal, securely invite clients to document their holdings through a simple, guided process. This ensures you receive clean, consistent, and accurate data, every time.
Living Asset Schedule
Once a client completes the process, you receive a professional, standardised report detailing their digital asset structure. This provides a clear, auditable document suitable for your files and for the execution of the estate.
Insulation from Custodial Risk
Our non-custodial framework insulates your firm from risk. Unlike holding a client's seed phrase on file which can be perceived as taking custody, your firm never takes possession of materials that grant unilateral control.
Multi-sig wallet
