White label
Give your clients a vault that carries your name
MyVesta can be deployed as your product — your brand, your colors, your domain, your emails — while we run the secure platform underneath. You keep the relationship; we keep the lights on.
Why partners do this
Stay in the conversation between transactions
A vault is something clients open all year, not only at renewal or review time.
Make your own service easier to deliver
When a client can find their policy, their statement, or their deed in seconds, your work gets faster too.
Launch in weeks, not quarters
No engineering team, no security program to build from scratch.
Inherit the security posture
Encryption, strict per-household isolation, audit logging, and two-factor authentication come with the platform.
What you can brand
Logo, wordmark, color palette, and typography
Your mark, colors and typefaces appear throughout the interface, with accessible contrast checks built in.
Your own domain
Clients sign in at vault.yourfirm.com — not at our address.
Transactional email sender, templates, and tone
Email sends from your domain, in your voice, with your styling.
Welcome, onboarding, and empty-state copy
The first-run experience explains the vault in your words, to your clients.
What you get operationally
An organization console
Provision, view and manage client households from one place.
Strict per-household isolation preserved end to end
Clients never see each other — the same guarantee as the direct product.
Role-based staff access
Your team sees only what their role allows.
Usage and adoption reporting
Activation, active households, category coverage and seat consumption, exportable.
Single sign-on options
SAML or OIDC for your staff, so access follows your existing joiner and leaver process.
Optional provisioning API
Create households and invite clients directly from your existing systems.
The same protections described on our security page apply to every household you provision.
Who it is for
Insurance carriers and agencies
Policies stay findable, so claims start faster.
Wealth managers and financial advisors
A complete picture of a household's assets and documents.
Estate and elder-law firms
Clients arrive prepared instead of with a shoebox.
Banks and credit unions
A genuine value-add for private-client and member relationships.
Employee benefit providers
A benefit employees actually use all year.
Senior-living operators
Families and staff can find critical information in a crisis.
How engagement works
- 1
Discovery call
We learn your client base, your compliance requirements, and what success looks like.
- 2
Branding and scope
We agree branding, domain, email, and any provisioning integration.
- 3
Pilot
A small cohort of real client households, with hands-on support and a feedback loop.
- 4
Rollout
Full launch, staff training, and an ongoing named contact.
Typical rollout timeline from discovery call to go-live: 7–10 business days, depending on branding sign-off and whether you integrate the provisioning API.
Commercials
Pricing is per client household with volume tiers, plus an annual platform fee that covers branding, hosting, support, and updates. We do not publish rates because the right structure depends on your volume and how you want to pass the cost on — tell us your numbers and we will come back with something specific.
Start a conversation
Tell us about your clients and we will show you what a branded vault would look like for them.