Secure file delivery for estate and financial professionals
Help your clients store sensitive documents in encrypted vaults with automated delivery rules. Zero-knowledge encryption means neither you nor Brianni can access their content.
The problem
Client portals aren't built for conditional delivery
Existing tools let you share files, but they can't automate delivery based on dates, events, or life conditions.
Email is the weakest link in your security chain
Sending sensitive documents via email attachment puts your clients at risk — and your professional liability.
Digital assets are the gap in estate planning
Your clients have passwords, crypto wallets, and digital accounts that traditional planning doesn't cover.
How Brianni solves this
Client-managed encryption
Clients hold their own encryption keys. You recommend the tool, they control the access.
Automated delivery rules
7 delivery types including date-based, recurring, age-based, and death verification.
Professional plan
200GB storage, complex delivery rules, 10 executors, and priority support.
Built for people who value privacy
Zero-knowledge encrypted. UK-based. GDPR compliant. Your files are protected by keys only you hold.
Free: Digital Asset Checklist for Client Advisors
A checklist of digital assets to discuss with clients during estate planning sessions.
Frequently Asked Questions
Ready to get started?
Create your free encrypted vault in under a minute. 10GB included.
Start free trial