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Record & manage important information
Share with family and professionals
Collaborate with family & professionals
Access partner marketplace
Starter
FREE
A great way to begin
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Record and manage important information
10
Assets and liabilities
Personal documents and ID
Tax and work documents
Legacy documents including will
Store & share will information
Share with family & professionals
Partner Marketplace
10
Assets and liabilities
Personal and ID
Tax and work
Legacy including will
Essential
£4.99/month
Billed every month
Record and manage important information
Unlimited
Assets and liabilities
Personal documents and ID
Tax and work documents
Legacy documents including will
Share with family/professionals
Colloborate with family & professionals
Access partner marketplace
Unlimited
Assets and liabilities
Personal and ID
Tax and work
Legacy including will
A platform for advisors who want to transform the client experience and build long-lasting relationships.
Visit Auderli for Professionals to learn more.
Record & manage important information
Keep a record of all of life's important information. For example, your home, mortgage, savings, pensions or the location of your original will. All in one secure place.
Assets and Liabilities
- Property
- Loans
- Mortgages
- Trusts
- Businesses
- Bank or Building society accounts
- Savings and Investments
- Digital assets
- Shares, Funds and Bonds
- Debts Due
- Credit Cards
- Commodities
- Pensions
- Art, jewellery, cars and personal items
Personal and ID
- Passport
- Driving licence
- Personal details
- Address
Tax and work
- UK Tax information
- Employment documents (Including payslips, P60, P45, etc)
- Tax return (including SA100 and SA302)
- Other tax documents
Legacy
- Will and final testament
- Power of Attorney
- Property
- Loans
- Mortgages
- Trusts
- Businesses
- Bank or Building society accounts
- Savings and Investments
- Digital assets
- Shares, Funds and Bonds
- Debts Due
- Credit Cards
- Commodities
- Pensions
- Art, jewellery, cars and personal items
- Passport
- Driving licence
- Personal details
- Proof of address
- UK Tax information
- Employment documents (Including payslips, P60, P45, etc)
- Tax return (including SA100 and SA302)
- Other tax documents
- Will and final testament
- Power of Attorney
Store key documents
Upload supporting important documents. For example, copies of house deeds, mortgage agreements, share certificates or a copy of your will.
Share with family & professionals
Share details of your important financial, legacy or personal information with loved ones, the executor of your will, or professional advisors.
Collaborate with family & professionals
Allow family, trusted individuals or professionals to help manage your portfolio.
Partner marketplace
From accounting and banking, to wills and probate, our partners are established and trusted in their field. By choosing an Auderli partner you can relax knowing you're in safe hands.
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