McKenzie & Co

The McKenzie & Co app provides our clients with a collaborative digital filing cabinet for all your valuable documents with the option to selectively share folders and documents with your loved ones, professional or personal acquaintances and of course, your Financial Adviser.
Inclusive in this offering is the ability to link in to your Online Wealth Account and the option to engage in intergenerational planning with a digital executor feature.

Protected by ultra-secure, state-of-the-art technology, all your documents are available to you, wherever you are, offering you the value of secure collaboration and information sharing, to aid you in your life and financial planning.

Key features

Secure document sharing

Lifestyle management tool

Secure document vault with unlimited storage

Push notifications

Secure cloud back-up

Offline access

Scan and upload documents

Create your digital legacy

Appoint digital executors

Multi-factor authentication

AES 256-bit encryption

ISO27001 accredited,

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