Use case 1

Use Case 1 involves Marc, a relaxed investor who chooses to entrust his wealth in traditional investments such as stocks, bonds, ETFs, and mutual funds. They utilize mainstream platforms like EToro, Fidelity, or Robinhood to manage their investments through online accounts.

The challenge arises when an account holder passes away unexpectedly without sharing login credentials and account details with next of kin. Surviving family members find themselves locked out of these accounts, unable to access or recover investments that may represent a significant portion of the deceased's estate.

Our solution is to provide a digital "break glass" recovery service. Clients register their investment accounts with us, providing login details and naming a designated beneficiary. In the event of their death, the named beneficiary contacts us to initiate account information recovery.

Key benefits of our solution include:

• Peace of mind that investments will not be lost if an unexpected tragedy occurs.

• Assurance for clients that wealth will smoothly transfer to intended heirs

• Convenience of registration of all investment accounts in one place

Our secure system safeguards sensitive account details until needed, at which point the information are smoothly handled to designated beneficiaries. This simplifies investment asset recovery so grieving families can focus on healing.