Bringing the pieces together in the most encrypted way possible allows us the freedom to benefit from an app-based ecosystem.

• Every system with client data which is related to Core Planning will be secured by this vault.
• Upon access, you will be able to create Records, each record represents an application access point.
• No one, not even the admin or CCO, will be able to see the passwords auto generated within your Vault, these are just for you.
• You may grant the system permission to auto-fill and auto-submit credentials upon Launch.
• This will create an effective single sign on application launcher. Huge time saver.
• Once all Core systems reside within your Vault, this system becomes your new desktop home base
• It’s the first thing we log into when we start our day.
• One password to rule them all 🤘

Please submit a help request if you have issues or need help with access.

‼️important step

when you’re in Keeper, an important step is to activate your Account Recovery Phrase. If you ever need to reset your Master Password and have not yet done this step, your account will not be able to be recovered, even by an admin. You will need to have a new account recreated.