IronClad Family - 2026 Pricing, Features, Reviews & Alternatives

IronClad Family enables financial advisors to generate additional annual revenue by systematically discovering planning gaps. The platform provides clients with military-grade secure digital vaults featuring zero-knowledge encryption and RUFADAA compliance for comprehensive asset protection.

Advisors automatically identify specific opportunities including Life Insurance Gap Analysis, Estate Planning Updates, Digital Asset Planning, Business Succession Planning, beneficiary misalignment detection, and trust optimization. The revenue opportunity dashboard provides real-time visibility for prioritizing outreach and tracking conversions.

Clients organize all assets in one secure location: financial accounts (bank, investment, retirement, credit cards), digital assets (cryptocurrency wallets, private keys, NFTs, exchange credentials), estate documents (wills, trusts, powers of attorney, beneficiary designations), important documents (insurance, deeds, titles, tax returns), end-of-life planning (final wishes, funeral preferences), and online accounts (social media, email, subscriptions). The built-in codicil wizard grants digital access rights under RUFADAA without requiring will rewrites.

Zero-knowledge encryption ensures even IronClad Family cannot access vault contents. Individual client encryption prevents mass breaches. Bank-level security with enterprise infrastructure and continuous monitoring reduces advisor liability while ensuring client privacy and regulatory compliance.

Advisors fully brand the platform including custom emergency wallet cards, white-labeled portals and mobile apps, branded communications, custom domains, and logo placement throughout client experience. Business tools include client retention analytics (85% avg), referral tracking (40% increases), revenue pipeline visualization, gap discovery automation, and performance dashboards.

No need to replace eMoney, Envestnet, RightCapital, AssetMap, MoneyGuidePro, and Redtail CRM. API access available for custom integrations. Supports data import/export in multiple formats. Automated vault delivery to designated recipients with configurable triggers (dates, manual, emergency). Recipients receive personalized messages with secure access while advisors remain primary contact.

Dedicated onboarding specialists, comprehensive training, video tutorials, webinars, and Revenue Category Playbook with case studies and templates.