Brokerage firm · IOBSP / IAS
Brokers: your KYC processes no longer lag, your clients no longer sign elsewhere.
Every document received, validated, and timestamped. On your server, in your country, under your ORIAS registration. ACPR compliant, 100% sovereign.
For your clients
- Encrypted private space
- Step-by-step guided KYC file
- Enforceable timestamped audit
For your firm
- Brokerage log & statistics
- Staff delegation
- Multi-file management
Tuesday 10:08 PM
Your Tuesday 10:08 PM. Fourth follow-up.
“Did you receive my last 3 bulletins?” Fourth time this week. Mr. Leblanc fears the bank will withdraw his offer.
Your KYC documents are sent by email, your clients return their supporting documents to three different addresses, and your shared Drive keeps payslips on servers outside the EU. The ACPR / Orias compliance oversight is looking elsewhere.
What if every document arrived in an encrypted vault on YOUR server, timestamped, traceable, and legally enforceable?
Before / After
You charge 1,800 € per mandate. You lose 2 per month chasing down documents.
Four silent leaks occur when client KYC is not secured. Here is what they cost — and what Client Vault fixes, without heavy ERP systems or painful migrations.
Today · without a secure vault
The daily grind that eats your commissions
- 20 emails “do you have the tax notices?” / month — 4 non-billable hours per week.
- Payslips outside the EU on Dropbox — ACPR risk.
- No enforceable timestamped proof of proposal submission.
- Shared drive for files worth €380k — poor firm image.
With Client Vault · secured file
The broker who places, not the one who chases
- Client engagement journal — you see everything, you no longer send requests.
- AES-256 vault on YOUR server, in YOUR country.
- Audit timestamped to the millisecond — upload, read, signature.
- URL cabinet-verdier.fr, your branding, your logo.
Secured KYC
Your brokerage files, secured from mandate to signature.
Each file becomes a visual journey. The client knows the status of their loan. The timestamped audit automatically creates the chain of evidence. You negotiate, the system follows.
D0
Mandate & KYC
The client opens their space. Mandate, identity documents, bank details (RIB), tax assessment — everything is in an encrypted vault on your server, timestamped to the millisecond.
Review
Marked documents
The client uploads pay slips, bank statements, and supporting documents. You approve them or request missing ones. The assistant can see the progress.
Auto · D+3 / D+7
Guided reminders
Document missing for 3 days? Automated email. 7 days? Notification in your dashboard. Never have an offer withdrawn due to a missing document again.
Signature
Closing + archiving
Signed deed: complete timestamped export of the file, proof chain, archiving in the vault. Storage at your location, with no rental fees.
In practice: you configure your standard process once (mortgage credit, home insurance, provident fund, consolidation). You reuse it for the next 100 mandates.
The firm’s three pillars
For the client. For the firm. On your server.
16 firm features, organized into 3 complementary pillars. Click to explore each. Everything lives on your domain, under your brand, in an encrypted vault.
A premium firm’s client experience, delivered in 3 minutes.
The client logs in, uploads, signs, and tracks. All within a private, encrypted space under your firm’s brand.
01
Encrypted private space
4 tabs: Documents, Files, Links, Notes. AES-256 on your server.
02
Visual file
The client sees completed phases, submitted documents, and the next step. No more forgetting.
03
Replays + calendar
Video calls kept for 90 days, with scheduled hearings and closings (Zoom, Whereby, Meet).
04
Private exchanges by stage
Specific questions linked to milestones, client-side space for multi-party files.
05
Milestones reached (badges)
Visual representation: KYC validated, due diligence completed, document signed. For long-term files.
06
Stats per file
“22/24 items, 100% of deadlines met.” Demonstrates the firm’s rigor.
The management tool that lets lawyers plead, not administrate.
Seven back-office features linked to daily partner decision-making. Status of each file at a glance. Configurable collaborator perimeter.
07
Journal per file
Client engagement score, deadlines met, pending documents. Spot the file that is slowing down from D+4.
08
Firm statistics
Decision-making tool: average delay by file type, workload per associate, most frequently forgotten documents.
09
Automation
Announcements, hearing/appointment calendar, document follow-ups, webhook + REST API (17 events). Connect your firm’s ERP.
10
Template file builder
Assignments, divorce, succession, litigation, leases. Configured once, recycled 100 times.
11
5 cumulative validation methods
Deposit, third-party validation, quiz, appointment, attendance — a true chain of evidence, not just a “read” acknowledgment.
12
Staff delegation
Capability cv_manage_vault — every associate, employee, and intern has their own perimeter. Admin colors matching your branding.
13
LMS Import
LearnDash, Tutor LMS — attach internal training modules to the client/employee journey. Qualiopi compliance.
Deontological pillar · the core of the choice
You are not renting a cloud. You are building the firm’s digital heritage.
Secib Cloud hosts your documents at Septeo. Jarvis at Wolters Kluwer. Dropbox Business outside the EU. With Client Vault, your documents stay with you. The encryption key is on your server, not ours. The software vendor sees NOTHING. Open source (GPL), verifiable code.
14
The firm’s brand
The client sees cabinet-verdier.fr/clients/m-leblanc. Your corporate identity, your branding. No “powered by” labels, no tracking pixels.
15
Ethical core
Full sovereignty
- Hosting provider of your choice: OVH, Infomaniak, o2switch, or private firm server.
- Country of your choice: France, EU, or on-site firm server.
- Full and complete ownership: no leasing, no SaaS.
- No visibility for the vendor: no telemetry, no remote access, no backdoors. The key is with YOU.
- Article 66-5 natively respected — professional secrecy remains under your control.
16
Banking-grade security
AES-256-CBC, HMAC-SHA256, 5-minute single-use tokens, .htaccess hardening, rate limiting (20 dl/min), secure deletion. The level required by your code of ethics.
Why not Conformex or Symamax?
Conformex hosts your KYC in the cloud. Client Vault hosts them on your own infrastructure.
Traditional professional practice management software
Conformex · Symamax · monQI · Dropbox
- ≈ €89/month/user (Conformex Pro)
- Hosted by the vendor
- URL cabinet.conformex.fr — not your own
- No webhook or limited API
Client Vault · on your own site
The professional vault
- €299 / €599 — one-time fee, unlimited folders
- Hosted on YOUR server (France/EU)
- URL cabinet-bertrand.fr/clients/m-bertrand
- Article 66-5 + webhook + REST API
Conformex Pro at €89 × 5 brokers × 12 months = €5,340/year. Client Vault Pro: €599 one-time fee, unlimited brokers. ROI from the 2nd month.
48 firms equipped
Their corporate clients have stopped comparing them to nearby brokers.
At first, I was skeptical — we were already equipped with Conformex and Orias. Then I stopped receiving emails asking “do you have the pay slips?”. My clients told me: “finally, a broker who understands us.” That is what justified the migration.
The deontological argument tipped the scales for my Orias compliance. Pay slips should never be sent via WhatsApp. With Client Vault, they are encrypted on our own OVH France server. We hold the key. The vendor sees nothing.
Mortgage lending involves intimate data — income, family situation, bank details. I could no longer stand the idea of it passing through a Drive over which I have no control. Here, I am in full control. My clients thank me for it.
I migrated from Conformex (89 €/user/month × 5 = 5,340 €/year). Client Vault Pro: 599 € one-time fee. Year 1 savings: 4,741 €. My clients see my site, not conformex.fr.
What convinced me was the delegation: each collaborator has their own scope, and each trainee has theirs. I can give my assistant access without her seeing internal notes.
The timestamped audit log saved me in November. A client contested the proposal having been sent. I produced the export in 30 seconds: sent at 2:22 PM, read at 2:47 PM, signed at 2:51 PM. The dispute ended there.
Your next mandate deserves
a digital vault compliant with your ORIAS registration.
20 minutes to install. 3 test files. You watch the audit log timestamping, the journal filling up, and your clients uploading files. Then you decide.
Launch offer – ends September 15
Pay once. For life.
Up to 4× more sites.
All of Client Vault, team management included, installed on your side.
To get started
Pro Team · 3 sites
For the professional managing their first clients.
3sitesfor life
−50% at launch
999 €instead of 1 999 €
- Everything in SOLO + PRO included, plus:
- 3 sites
(instead of 1)at the URL of your choice - Unlimited clients for each vault
- Team mode for Admin
- Team mode for users
- Lifetime license · no renewal
- Updates FREE FOR LIFE (launch promo)
- Scripted journeys (1:1, Group, Collection, Funnel)
- REST API + unlimited webhooks
- Technical support
To deploy
Pro Team · 30 sites
To install Client Vault for your clients, white-labeled.
30sitesfor life
10 sites ×3 at launch
1 999 €one-time payment
- Everything in SOLO + PRO included, plus:
- 30 sites
(instead of 10)at the URL of your choice - Unlimited clients for each vault
- Team mode for Admin
- Team mode for users
- Lifetime license · no renewal
- Updates FREE FOR LIFE (launch promo)
- Scripted journeys (1:1, Group, Collection, Funnel)
- REST API + unlimited webhooks
- Technical support
★ Most chosen
Large scale
Pro Team · 100 sites
For resellers and firms that deploy without counting.
100sitesfor life
25 sites ×4 at launch
2 999 €instead of 9 999 €
- Everything in SOLO + PRO included, plus:
- 100 sites
(instead of 25)to deploy at the URL of your choice - The best sites-to-price ratio
- Priority support
- VIP group
After launch: 3 sites = 1 999 € · 10 sites = 2 499 € · 100 sites = 9 999 €. Buying now means more sites for less — forever.
Pro · 1 site — just for you, no teamAll of Client Vault, Journeys included, for life on your site.
1 199 € 599 € Choose →
One-time payment · Updates included · Your data stays with you, forever
Prices shown exclude VAT
FAQ for peers
The real questions from professionals. The real answers.
Are my client files ACPR compliant?
Yes. AES-256-CBC encryption, timestamped enforceable audit, hosted on YOUR server. Compliant with ACPR requirements for storage and traceability of KYC files. Audit trail exportable as a sealed PDF in the event of an audit.
I already use Apivia / ALPTIS. Why add Client Vault?
Apivia / ALPTIS manage your insurance contracts. None are designed for document exchange with the end client regarding sensitive supporting documents. Client Vault handles this segment, without interfering with your insurer’s back-office.
Will my senior clients be able to use it?
Yes. Email/SMS link, click, vault open. No account, no app. Mobile-first interface. Your 70+ clients can upload their bank details and income statements without assistance.
Who sees our documents on the publisher side?
Nobody. Open GPL code. AES-256 encryption on your premises. No remote access. Compliant with IAS broker confidentiality requirements.
Can I migrate from a shared Drive?
Yes. Guided import script. Migration support at no extra cost for the first folders as part of Pro support.
Where are my clients’ data hosted?
On your own WordPress server, with the hosting provider of your choice (OVH, Infomaniak, o2switch in France). A strong argument for ACPR audits.
How do I delegate tasks to my representatives / staff?
Capability cv_manage_vault. You assign the permission via WordPress roles. Each representative has their own scope per client.
What happens if Client Vault disappears tomorrow?
Your files remain intact on your server. Open GPL code. Your audits remain exportable. No vendor lock-in.