Member Benefit
My Personal DataSafe, the Nation's Most Comprehensive System for Sharing and Managing Client Information
My Personal DataSafe is a revolutionary patent-pending personal information (PIM) software that enables you to always be well informed with up-to-date client information.
Collaborate with your clients, their accountants, financial advisors or any of their other professionals through our encrypted online site providing you the ability to be working from the same information at the same time. Share electronic copies of last will and living trusts with clients providing them 24/7 access to their important documents.
How Can My Personal DataSafe Help Your Business?
My Personal DataSafe is a “must have” resource for accelerating new client acquisition, enhancing current client retention and increasing client satisfaction.
- Provide clients peace of mind
- Differentiate from your competitors
- Immediate access to updates so you can anticipate critical client needs
- Reduce infrastructure and management
- Improve communication
- Reduction in routine tasks, enabling staff to elevate work level
- Ease of use
- Mobility
- Enhanced security
NAEPC members are eligible for a 10% discount on all services. If you would like to hear more about My Personal DataSafe and what it can do for your business, contact us today to schedule a brief online demonstration.
For general information visit our consumer site at www.mypersonaldatasafe.com.
