Loaded offers a secure platform for wealth offices, insurance providers, and professional services to enhance client relationships. Give your clients the ability to securely manage their wealth from storing key documents to cataloging high-value assets with ease.

Loaded helps clients track and protect the often-overlooked luxury items that carry significant value but are rarely included in traditional net wealth statements. From art collections to high-end jewelry and classic cars, your clients can now account for all their prized possessions in a single, secure app.